SVBAX vs. VWIAX
Compare and contrast key facts about John Hancock Balanced Fund (SVBAX) and Vanguard Wellesley Income Fund Admiral Shares (VWIAX).
SVBAX is managed by John Hancock. It was launched on Oct 4, 1992. 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: SVBAX or VWIAX.
Correlation
The correlation between SVBAX and VWIAX is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SVBAX vs. VWIAX - Performance Comparison
Key characteristics
SVBAX:
1.73
VWIAX:
0.63
SVBAX:
2.36
VWIAX:
0.82
SVBAX:
1.31
VWIAX:
1.15
SVBAX:
2.56
VWIAX:
0.47
SVBAX:
10.05
VWIAX:
4.36
SVBAX:
1.44%
VWIAX:
1.16%
SVBAX:
8.37%
VWIAX:
8.05%
SVBAX:
-40.81%
VWIAX:
-23.93%
SVBAX:
-2.78%
VWIAX:
-7.39%
Returns By Period
In the year-to-date period, SVBAX achieves a 13.49% return, which is significantly higher than VWIAX's 1.67% return. Over the past 10 years, SVBAX has outperformed VWIAX with an annualized return of 7.62%, while VWIAX has yielded a comparatively lower 2.91% annualized return.
SVBAX
13.49%
1.27%
3.17%
13.97%
8.54%
7.62%
VWIAX
1.67%
-5.26%
-0.92%
2.15%
1.43%
2.91%
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SVBAX vs. VWIAX - Expense Ratio Comparison
SVBAX has a 1.03% expense ratio, which is higher than VWIAX's 0.16% expense ratio.
Risk-Adjusted Performance
SVBAX vs. VWIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Balanced Fund (SVBAX) 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
SVBAX vs. VWIAX - Dividend Comparison
SVBAX's dividend yield for the trailing twelve months is around 0.99%, less than VWIAX's 2.84% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SVBAX John Hancock Balanced Fund | 0.99% | 1.49% | 1.60% | 1.07% | 1.32% | 1.49% | 1.91% | 1.65% | 1.71% | 2.10% | 2.15% | 2.17% |
VWIAX Vanguard Wellesley Income Fund Admiral Shares | 2.84% | 5.80% | 3.25% | 2.55% | 2.72% | 2.97% | 3.38% | 2.92% | 3.02% | 3.18% | 3.23% | 3.13% |
Drawdowns
SVBAX vs. VWIAX - Drawdown Comparison
The maximum SVBAX drawdown since its inception was -40.81%, which is greater than VWIAX's maximum drawdown of -23.93%. Use the drawdown chart below to compare losses from any high point for SVBAX and VWIAX. For additional features, visit the drawdowns tool.
Volatility
SVBAX vs. VWIAX - Volatility Comparison
The current volatility for John Hancock Balanced Fund (SVBAX) is 3.20%, while Vanguard Wellesley Income Fund Admiral Shares (VWIAX) has a volatility of 5.40%. This indicates that SVBAX experiences smaller price fluctuations and is considered to be less risky than VWIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.