OAKBX vs. VWINX
Compare and contrast key facts about Oakmark Equity and Income Fund (OAKBX) and Vanguard Wellesley Income Fund Investor Shares (VWINX).
OAKBX is managed by Oakmark. It was launched on Oct 31, 1995. 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: OAKBX or VWINX.
Key characteristics
| OAKBX | VWINX | |
|---|---|---|
| YTD Return | 8.61% | 8.58% |
| 1Y Return | 17.29% | 14.89% |
| 3Y Return (Ann) | 7.15% | 2.62% |
| 5Y Return (Ann) | 10.46% | 5.00% |
| 10Y Return (Ann) | 7.76% | 5.65% |
| Sharpe Ratio | 1.78 | 1.97 |
| Daily Std Dev | 9.41% | 7.47% |
| Max Drawdown | -31.31% | -21.72% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between OAKBX and VWINX is 0.69, 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
OAKBX vs. VWINX - Performance Comparison
The year-to-date returns for both stocks are quite close, with OAKBX having a 8.61% return and VWINX slightly lower at 8.58%. Over the past 10 years, OAKBX has outperformed VWINX with an annualized return of 7.76%, while VWINX has yielded a comparatively lower 5.65% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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OAKBX vs. VWINX - Expense Ratio Comparison
OAKBX has a 0.83% expense ratio, which is higher than VWINX's 0.23% expense ratio.
Risk-Adjusted Performance
OAKBX vs. VWINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakmark Equity and Income Fund (OAKBX) 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
OAKBX vs. VWINX - Dividend Comparison
OAKBX's dividend yield for the trailing twelve months is around 3.10%, less than VWINX's 3.88% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OAKBX Oakmark Equity and Income Fund | 3.10% | 2.28% | 1.44% | 14.26% | 4.17% | 9.07% | 10.05% | 8.09% | 4.13% | 6.53% | 9.37% | 8.31% |
VWINX Vanguard Wellesley Income Fund Investor Shares | 3.88% | 4.73% | 7.67% | 6.03% | 4.30% | 3.94% | 7.56% | 4.00% | 4.00% | 5.60% | 4.92% | 5.79% |
Drawdowns
OAKBX vs. VWINX - Drawdown Comparison
The maximum OAKBX drawdown since its inception was -31.31%, which is greater than VWINX's maximum drawdown of -21.72%. Use the drawdown chart below to compare losses from any high point for OAKBX and VWINX. For additional features, visit the drawdowns tool.
Volatility
OAKBX vs. VWINX - Volatility Comparison
Oakmark Equity and Income Fund (OAKBX) has a higher volatility of 2.39% compared to Vanguard Wellesley Income Fund Investor Shares (VWINX) at 1.36%. This indicates that OAKBX's price experiences larger fluctuations and is considered to be riskier than VWINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.