VASIX vs. VWENX
Compare and contrast key facts about Vanguard LifeStrategy Income Fund (VASIX) and Vanguard Wellington Fund Admiral Shares (VWENX).
VASIX is managed by Vanguard. It was launched on Sep 30, 1994. VWENX 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: VASIX or VWENX.
Correlation
The correlation between VASIX and VWENX is 0.70, 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
VASIX vs. VWENX - Performance Comparison
Key characteristics
VASIX:
0.95
VWENX:
0.65
VASIX:
1.33
VWENX:
0.99
VASIX:
1.18
VWENX:
1.14
VASIX:
0.53
VWENX:
0.69
VASIX:
2.54
VWENX:
2.94
VASIX:
1.99%
VWENX:
2.79%
VASIX:
5.31%
VWENX:
12.63%
VASIX:
-19.66%
VWENX:
-36.02%
VASIX:
-5.06%
VWENX:
-7.39%
Returns By Period
In the year-to-date period, VASIX achieves a 0.83% return, which is significantly higher than VWENX's -4.11% return. Over the past 10 years, VASIX has underperformed VWENX with an annualized return of 2.39%, while VWENX has yielded a comparatively higher 7.68% annualized return.
VASIX
0.83%
-0.69%
-1.49%
4.49%
1.23%
2.39%
VWENX
-4.11%
-3.94%
-3.04%
6.72%
9.16%
7.68%
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VASIX vs. VWENX - Expense Ratio Comparison
VASIX has a 0.11% expense ratio, which is lower than VWENX's 0.16% 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
VASIX vs. VWENX — Risk-Adjusted Performance Rank
VASIX
VWENX
VASIX vs. VWENX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard LifeStrategy Income Fund (VASIX) and Vanguard Wellington Fund Admiral Shares (VWENX). 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
VASIX vs. VWENX - Dividend Comparison
VASIX's dividend yield for the trailing twelve months is around 5.75%, less than VWENX's 11.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VASIX Vanguard LifeStrategy Income Fund | 5.75% | 5.61% | 3.17% | 2.02% | 3.95% | 2.15% | 2.73% | 3.55% | 2.40% | 2.26% | 2.57% | 2.49% |
VWENX Vanguard Wellington Fund Admiral Shares | 11.42% | 10.85% | 6.08% | 8.28% | 8.72% | 7.85% | 4.74% | 9.58% | 6.55% | 4.53% | 6.58% | 6.47% |
Drawdowns
VASIX vs. VWENX - Drawdown Comparison
The maximum VASIX drawdown since its inception was -19.66%, smaller than the maximum VWENX drawdown of -36.02%. Use the drawdown chart below to compare losses from any high point for VASIX and VWENX. For additional features, visit the drawdowns tool.
Volatility
VASIX vs. VWENX - Volatility Comparison
The current volatility for Vanguard LifeStrategy Income Fund (VASIX) is 2.40%, while Vanguard Wellington Fund Admiral Shares (VWENX) has a volatility of 8.76%. This indicates that VASIX experiences smaller price fluctuations and is considered to be less risky than VWENX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.