SFVLX vs. VWELX
Compare and contrast key facts about Seafarer Overseas Value Fund (SFVLX) and Vanguard Wellington Fund Investor Shares (VWELX).
SFVLX is managed by Seafarer Funds. It was launched on May 30, 2016. VWELX is managed by Vanguard. It was launched on Jul 1, 1929.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SFVLX or VWELX.
Correlation
The correlation between SFVLX and VWELX is 0.55, 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
SFVLX vs. VWELX - Performance Comparison
Key characteristics
SFVLX:
0.16
VWELX:
0.69
SFVLX:
0.27
VWELX:
0.86
SFVLX:
1.03
VWELX:
1.17
SFVLX:
0.13
VWELX:
0.68
SFVLX:
0.30
VWELX:
2.49
SFVLX:
4.93%
VWELX:
3.36%
SFVLX:
9.51%
VWELX:
12.11%
SFVLX:
-33.15%
VWELX:
-38.77%
SFVLX:
-6.26%
VWELX:
-7.16%
Returns By Period
In the year-to-date period, SFVLX achieves a 2.63% return, which is significantly lower than VWELX's 3.39% return.
SFVLX
2.63%
3.43%
-0.71%
-0.28%
5.35%
N/A
VWELX
3.39%
1.89%
-2.18%
7.36%
2.76%
3.92%
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SFVLX vs. VWELX - Expense Ratio Comparison
SFVLX has a 1.15% expense ratio, which is higher than VWELX's 0.24% expense ratio.
Risk-Adjusted Performance
SFVLX vs. VWELX — Risk-Adjusted Performance Rank
SFVLX
VWELX
SFVLX vs. VWELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Seafarer Overseas Value Fund (SFVLX) and Vanguard Wellington Fund Investor Shares (VWELX). 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
SFVLX vs. VWELX - Dividend Comparison
SFVLX's dividend yield for the trailing twelve months is around 3.79%, more than VWELX's 2.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFVLX Seafarer Overseas Value Fund | 3.79% | 3.89% | 2.88% | 1.65% | 3.22% | 1.31% | 2.61% | 2.91% | 3.50% | 1.02% | 0.00% | 0.00% |
VWELX Vanguard Wellington Fund Investor Shares | 2.19% | 2.27% | 6.01% | 2.25% | 1.71% | 2.07% | 2.53% | 3.00% | 2.45% | 2.56% | 3.25% | 2.55% |
Drawdowns
SFVLX vs. VWELX - Drawdown Comparison
The maximum SFVLX drawdown since its inception was -33.15%, smaller than the maximum VWELX drawdown of -38.77%. Use the drawdown chart below to compare losses from any high point for SFVLX and VWELX. For additional features, visit the drawdowns tool.
Volatility
SFVLX vs. VWELX - Volatility Comparison
The current volatility for Seafarer Overseas Value Fund (SFVLX) is 1.80%, while Vanguard Wellington Fund Investor Shares (VWELX) has a volatility of 2.27%. This indicates that SFVLX experiences smaller price fluctuations and is considered to be less risky than VWELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.