BMSIX vs. VWINX
Compare and contrast key facts about BlackRock Income Fund (BMSIX) and Vanguard Wellesley Income Fund Investor Shares (VWINX).
BMSIX is managed by BlackRock. It was launched on Feb 25, 2010. VWINX is managed by Vanguard. It was launched on Jul 1, 1970.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BMSIX or VWINX.
Correlation
The correlation between BMSIX and VWINX is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BMSIX vs. VWINX - Performance Comparison
Key characteristics
BMSIX:
2.28
VWINX:
1.87
BMSIX:
3.71
VWINX:
2.61
BMSIX:
1.47
VWINX:
1.34
BMSIX:
1.23
VWINX:
2.43
BMSIX:
10.71
VWINX:
8.04
BMSIX:
0.66%
VWINX:
1.31%
BMSIX:
3.09%
VWINX:
5.60%
BMSIX:
-18.60%
VWINX:
-21.72%
BMSIX:
-0.22%
VWINX:
-0.47%
Returns By Period
In the year-to-date period, BMSIX achieves a 0.67% return, which is significantly lower than VWINX's 2.58% return. Over the past 10 years, BMSIX has underperformed VWINX with an annualized return of 3.30%, while VWINX has yielded a comparatively higher 5.38% annualized return.
BMSIX
0.67%
0.79%
2.00%
7.29%
1.85%
3.30%
VWINX
2.58%
1.36%
2.20%
9.96%
3.95%
5.38%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BMSIX vs. VWINX - Expense Ratio Comparison
BMSIX has a 0.62% expense ratio, which is higher than VWINX's 0.23% expense ratio.
Risk-Adjusted Performance
BMSIX vs. VWINX — Risk-Adjusted Performance Rank
BMSIX
VWINX
BMSIX vs. VWINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Income Fund (BMSIX) and Vanguard Wellesley Income Fund Investor Shares (VWINX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BMSIX vs. VWINX - Dividend Comparison
BMSIX's dividend yield for the trailing twelve months is around 5.89%, less than VWINX's 6.45% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMSIX BlackRock Income Fund | 5.89% | 5.98% | 5.84% | 4.44% | 3.55% | 4.19% | 4.62% | 4.69% | 4.04% | 4.34% | 4.28% | 4.60% |
VWINX Vanguard Wellesley Income Fund Investor Shares | 6.45% | 6.61% | 4.73% | 7.67% | 6.03% | 4.30% | 3.94% | 7.56% | 4.00% | 4.00% | 5.60% | 4.92% |
Drawdowns
BMSIX vs. VWINX - Drawdown Comparison
The maximum BMSIX drawdown since its inception was -18.60%, smaller than the maximum VWINX drawdown of -21.72%. Use the drawdown chart below to compare losses from any high point for BMSIX and VWINX. For additional features, visit the drawdowns tool.
Volatility
BMSIX vs. VWINX - Volatility Comparison
The current volatility for BlackRock Income Fund (BMSIX) is 0.74%, while Vanguard Wellesley Income Fund Investor Shares (VWINX) has a volatility of 1.50%. This indicates that BMSIX experiences smaller price fluctuations and is considered to be less risky than VWINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.