SWJRX vs. VWINX
Compare and contrast key facts about Schwab Monthly Income Fund - Moderate Payout (SWJRX) and Vanguard Wellesley Income Fund Investor Shares (VWINX).
SWJRX is managed by Charles Schwab. It was launched on Mar 27, 2008. 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: SWJRX or VWINX.
Correlation
The correlation between SWJRX and VWINX is 0.87, 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
SWJRX vs. VWINX - Performance Comparison
Key characteristics
SWJRX:
1.25
VWINX:
1.83
SWJRX:
1.77
VWINX:
2.54
SWJRX:
1.23
VWINX:
1.33
SWJRX:
0.62
VWINX:
2.37
SWJRX:
3.74
VWINX:
7.82
SWJRX:
2.17%
VWINX:
1.31%
SWJRX:
6.51%
VWINX:
5.60%
SWJRX:
-25.61%
VWINX:
-21.72%
SWJRX:
-4.35%
VWINX:
-0.24%
Returns By Period
The year-to-date returns for both stocks are quite close, with SWJRX having a 2.97% return and VWINX slightly lower at 2.83%. Over the past 10 years, SWJRX has underperformed VWINX with an annualized return of 1.82%, while VWINX has yielded a comparatively higher 5.38% annualized return.
SWJRX
2.97%
1.32%
0.96%
8.00%
1.50%
1.82%
VWINX
2.83%
0.99%
2.45%
9.95%
3.98%
5.38%
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SWJRX vs. VWINX - Expense Ratio Comparison
SWJRX has a 0.00% expense ratio, which is lower than VWINX's 0.23% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
SWJRX vs. VWINX — Risk-Adjusted Performance Rank
SWJRX
VWINX
SWJRX vs. VWINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Monthly Income Fund - Moderate Payout (SWJRX) 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
SWJRX vs. VWINX - Dividend Comparison
SWJRX's dividend yield for the trailing twelve months is around 4.84%, less than VWINX's 6.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWJRX Schwab Monthly Income Fund - Moderate Payout | 4.84% | 4.93% | 4.83% | 3.10% | 3.06% | 1.84% | 2.62% | 2.38% | 2.94% | 2.16% | 2.65% | 2.77% |
VWINX Vanguard Wellesley Income Fund Investor Shares | 6.43% | 6.61% | 4.73% | 7.67% | 6.03% | 4.30% | 3.94% | 7.56% | 4.00% | 4.00% | 5.60% | 4.92% |
Drawdowns
SWJRX vs. VWINX - Drawdown Comparison
The maximum SWJRX drawdown since its inception was -25.61%, which is greater than VWINX's maximum drawdown of -21.72%. Use the drawdown chart below to compare losses from any high point for SWJRX and VWINX. For additional features, visit the drawdowns tool.
Volatility
SWJRX vs. VWINX - Volatility Comparison
Schwab Monthly Income Fund - Moderate Payout (SWJRX) has a higher volatility of 2.00% compared to Vanguard Wellesley Income Fund Investor Shares (VWINX) at 1.40%. This indicates that SWJRX'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.