IAXIX vs. VWIAX

In the year-to-date period, IAXIX achieves a 5.25% return, which is significantly higher than VWIAX's 3.05% return. Over the past 10 years, IAXIX has outperformed VWIAX with an annualized return of 11.71%, while VWIAX has yielded a comparatively lower 5.46% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

IAXIX has a 0.78% expense ratio, which is higher than VWIAX's 0.16% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for VY T. Rowe Price Diversified Mid Cap Growth Portfolio (IAXIX) and Vanguard Wellesley Income Fund Admiral Shares (VWIAX). 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.

The current IAXIX Sharpe Ratio is 0.89, which is comparable to the VWIAX Sharpe Ratio of 1.15. The chart below compares the historical Sharpe Ratios of IAXIX and VWIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

IAXIX's dividend yield for the trailing twelve months is around 9.66%, more than VWIAX's 6.63% yield.

The maximum IAXIX drawdown since its inception was -57.56%, which is greater than VWIAX's maximum drawdown of -21.64%. Use the drawdown chart below to compare losses from any high point for IAXIX and VWIAX.

VY T. Rowe Price Diversified Mid Cap Growth Portfolio (IAXIX) has a higher volatility of 6.26% compared to Vanguard Wellesley Income Fund Admiral Shares (VWIAX) at 2.03%. This indicates that IAXIX's price experiences larger fluctuations and is considered to be riskier than VWIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.