SOR vs. VGWIX
Compare and contrast key facts about Source Capital, Inc. (SOR) and Vanguard Global Wellesley Income Fund Investor Shares (VGWIX).
VGWIX is managed by Vanguard. It was launched on Nov 2, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SOR or VGWIX.
Correlation
The correlation between SOR and VGWIX is 0.54, 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
SOR vs. VGWIX - Performance Comparison
Key characteristics
SOR:
1.42
VGWIX:
1.82
SOR:
2.01
VGWIX:
2.59
SOR:
1.27
VGWIX:
1.33
SOR:
3.70
VGWIX:
2.36
SOR:
11.44
VGWIX:
6.71
SOR:
1.60%
VGWIX:
1.39%
SOR:
12.85%
VGWIX:
5.13%
SOR:
-65.92%
VGWIX:
-17.74%
SOR:
-1.45%
VGWIX:
-0.85%
Returns By Period
In the year-to-date period, SOR achieves a -1.43% return, which is significantly lower than VGWIX's 2.23% return.
SOR
-1.43%
0.37%
4.82%
17.08%
9.62%
9.05%
VGWIX
2.23%
1.38%
0.69%
8.96%
3.69%
N/A
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Risk-Adjusted Performance
SOR vs. VGWIX — Risk-Adjusted Performance Rank
SOR
VGWIX
SOR vs. VGWIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Source Capital, Inc. (SOR) and Vanguard Global Wellesley Income Fund Investor Shares (VGWIX). 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
SOR vs. VGWIX - Dividend Comparison
SOR's dividend yield for the trailing twelve months is around 12.14%, more than VGWIX's 3.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SOR Source Capital, Inc. | 12.14% | 11.85% | 7.21% | 5.74% | 11.09% | 4.11% | 2.58% | 12.90% | 4.24% | 98.00% | 6.04% | 5.88% |
VGWIX Vanguard Global Wellesley Income Fund Investor Shares | 3.69% | 3.77% | 3.03% | 1.41% | 2.27% | 1.89% | 2.16% | 2.74% | 0.28% | 0.00% | 0.00% | 0.00% |
Drawdowns
SOR vs. VGWIX - Drawdown Comparison
The maximum SOR drawdown since its inception was -65.92%, which is greater than VGWIX's maximum drawdown of -17.74%. Use the drawdown chart below to compare losses from any high point for SOR and VGWIX. For additional features, visit the drawdowns tool.
Volatility
SOR vs. VGWIX - Volatility Comparison
Source Capital, Inc. (SOR) has a higher volatility of 3.00% compared to Vanguard Global Wellesley Income Fund Investor Shares (VGWIX) at 1.16%. This indicates that SOR's price experiences larger fluctuations and is considered to be riskier than VGWIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.