IAXIX vs. VWIAX
Compare and contrast key facts about VY T. Rowe Price Diversified Mid Cap Growth Portfolio (IAXIX) and Vanguard Wellesley Income Fund Admiral Shares (VWIAX).
IAXIX is managed by T. Rowe Price. It was launched on Dec 10, 2001. VWIAX is managed by Vanguard. It was launched on May 14, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IAXIX or VWIAX.
Correlation
The correlation between IAXIX and VWIAX is 0.64, 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
IAXIX vs. VWIAX - Performance Comparison
Key characteristics
IAXIX:
0.79
VWIAX:
1.15
IAXIX:
1.03
VWIAX:
1.42
IAXIX:
1.18
VWIAX:
1.24
IAXIX:
0.36
VWIAX:
0.76
IAXIX:
2.57
VWIAX:
3.72
IAXIX:
6.38%
VWIAX:
2.13%
IAXIX:
20.71%
VWIAX:
6.87%
IAXIX:
-66.07%
VWIAX:
-23.93%
IAXIX:
-26.74%
VWIAX:
-3.78%
Returns By Period
In the year-to-date period, IAXIX achieves a 9.54% return, which is significantly higher than VWIAX's 2.55% return. Over the past 10 years, IAXIX has underperformed VWIAX with an annualized return of 0.01%, while VWIAX has yielded a comparatively higher 3.24% annualized return.
IAXIX
9.54%
6.55%
22.99%
13.51%
-1.03%
0.01%
VWIAX
2.55%
2.01%
-0.14%
6.77%
1.69%
3.24%
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IAXIX vs. VWIAX - Expense Ratio Comparison
IAXIX has a 0.78% expense ratio, which is higher than VWIAX's 0.16% expense ratio.
Risk-Adjusted Performance
IAXIX vs. VWIAX — Risk-Adjusted Performance Rank
IAXIX
VWIAX
IAXIX vs. VWIAX - Risk-Adjusted Performance Comparison
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.
Dividends
IAXIX vs. VWIAX - Dividend Comparison
IAXIX has not paid dividends to shareholders, while VWIAX's dividend yield for the trailing twelve months is around 3.73%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IAXIX VY T. Rowe Price Diversified Mid Cap Growth Portfolio | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% | 0.09% | 0.29% | 0.22% | 0.61% | 0.34% | 0.00% | 0.26% |
VWIAX Vanguard Wellesley Income Fund Admiral Shares | 3.73% | 3.83% | 5.80% | 3.25% | 2.55% | 2.72% | 2.97% | 3.38% | 2.92% | 3.02% | 3.18% | 3.23% |
Drawdowns
IAXIX vs. VWIAX - Drawdown Comparison
The maximum IAXIX drawdown since its inception was -66.07%, which is greater than VWIAX's maximum drawdown of -23.93%. Use the drawdown chart below to compare losses from any high point for IAXIX and VWIAX. For additional features, visit the drawdowns tool.
Volatility
IAXIX vs. VWIAX - Volatility Comparison
VY T. Rowe Price Diversified Mid Cap Growth Portfolio (IAXIX) has a higher volatility of 4.78% compared to Vanguard Wellesley Income Fund Admiral Shares (VWIAX) at 1.55%. 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.