TAIAX vs. VWINX
Compare and contrast key facts about American Funds Tax-Aware Conservative Growth and Income Portfolio (TAIAX) and Vanguard Wellesley Income Fund Investor Shares (VWINX).
TAIAX is managed by American Funds. It was launched on May 17, 2012. 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: TAIAX or VWINX.
Performance
TAIAX vs. VWINX - Performance Comparison
Returns By Period
In the year-to-date period, TAIAX achieves a 11.59% return, which is significantly higher than VWINX's 7.75% return. Over the past 10 years, TAIAX has outperformed VWINX with an annualized return of 6.56%, while VWINX has yielded a comparatively lower 3.30% annualized return.
TAIAX
11.59%
0.37%
6.33%
17.17%
6.81%
6.56%
VWINX
7.75%
0.35%
5.83%
14.74%
2.63%
3.30%
Key characteristics
| TAIAX | VWINX | |
|---|---|---|
| Sharpe Ratio | 3.07 | 2.25 |
| Sortino Ratio | 4.48 | 3.43 |
| Omega Ratio | 1.59 | 1.46 |
| Calmar Ratio | 3.74 | 1.01 |
| Martin Ratio | 21.07 | 13.93 |
| Ulcer Index | 0.82% | 1.06% |
| Daily Std Dev | 5.60% | 6.54% |
| Max Drawdown | -21.42% | -24.01% |
| Current Drawdown | -0.90% | -2.01% |
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TAIAX vs. VWINX - Expense Ratio Comparison
TAIAX has a 0.34% expense ratio, which is higher than VWINX's 0.23% expense ratio.
Correlation
The correlation between TAIAX and VWINX is 0.79, 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.
Risk-Adjusted Performance
TAIAX vs. VWINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Tax-Aware Conservative Growth and Income Portfolio (TAIAX) 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
TAIAX vs. VWINX - Dividend Comparison
TAIAX's dividend yield for the trailing twelve months is around 2.21%, less than VWINX's 5.76% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TAIAX American Funds Tax-Aware Conservative Growth and Income Portfolio | 2.21% | 2.45% | 2.34% | 1.86% | 2.11% | 2.33% | 2.66% | 2.40% | 2.64% | 2.69% | 3.64% | 2.71% |
VWINX Vanguard Wellesley Income Fund Investor Shares | 5.76% | 5.71% | 3.17% | 2.48% | 2.65% | 2.90% | 3.30% | 2.85% | 2.94% | 3.11% | 3.16% | 3.05% |
Drawdowns
TAIAX vs. VWINX - Drawdown Comparison
The maximum TAIAX drawdown since its inception was -21.42%, smaller than the maximum VWINX drawdown of -24.01%. Use the drawdown chart below to compare losses from any high point for TAIAX and VWINX. For additional features, visit the drawdowns tool.
Volatility
TAIAX vs. VWINX - Volatility Comparison
American Funds Tax-Aware Conservative Growth and Income Portfolio (TAIAX) and Vanguard Wellesley Income Fund Investor Shares (VWINX) have volatilities of 1.44% and 1.49%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.