VASIX vs. VWINX
Compare and contrast key facts about Vanguard LifeStrategy Income Fund (VASIX) and Vanguard Wellesley Income Fund Investor Shares (VWINX).
VASIX is managed by Vanguard. It was launched on Sep 30, 1994. VWINX is managed by Vanguard. It was launched on Jul 1, 1970.
Performance
VASIX vs. VWINX - Performance Comparison
Loading graphics...
VASIX vs. VWINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VASIX Vanguard LifeStrategy Income Fund | -1.27% | 9.42% | 6.67% | 9.63% | -13.94% | 1.92% | 9.13% | 12.05% | -1.05% | 6.05% |
VWINX Vanguard Wellesley Income Fund Investor Shares | -0.45% | 10.98% | 5.86% | 6.99% | -9.09% | 8.48% | 8.44% | 16.39% | -2.54% | 9.29% |
Returns By Period
In the year-to-date period, VASIX achieves a -1.27% return, which is significantly lower than VWINX's -0.45% return. Over the past 10 years, VASIX has underperformed VWINX with an annualized return of 3.76%, while VWINX has yielded a comparatively higher 5.60% annualized return.
VASIX
- 1D
- 0.26%
- 1M
- -3.65%
- YTD
- -1.27%
- 6M
- 0.05%
- 1Y
- 6.51%
- 3Y*
- 6.68%
- 5Y*
- 2.39%
- 10Y*
- 3.76%
VWINX
- 1D
- 0.36%
- 1M
- -3.81%
- YTD
- -0.45%
- 6M
- 1.46%
- 1Y
- 7.40%
- 3Y*
- 7.29%
- 5Y*
- 4.08%
- 10Y*
- 5.60%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VASIX vs. VWINX - Expense Ratio Comparison
VASIX has a 0.11% 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%.
Return for Risk
VASIX vs. VWINX — Risk / Return Rank
VASIX
VWINX
VASIX vs. VWINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard LifeStrategy Income Fund (VASIX) 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.
| VASIX | VWINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.45 | 1.19 | +0.26 |
Sortino ratioReturn per unit of downside risk | 2.02 | 1.68 | +0.34 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.24 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 1.58 | +0.14 |
Martin ratioReturn relative to average drawdown | 7.48 | 6.28 | +1.20 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VASIX | VWINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.45 | 1.19 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.59 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.81 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.10 | 1.07 | +0.03 |
Correlation
The correlation between VASIX 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.
Dividends
VASIX vs. VWINX - Dividend Comparison
VASIX's dividend yield for the trailing twelve months is around 4.30%, less than VWINX's 7.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VASIX Vanguard LifeStrategy Income Fund | 4.30% | 4.18% | 7.61% | 3.17% | 2.02% | 3.95% | 2.15% | 2.73% | 3.55% | 1.52% | 2.26% | 2.57% |
VWINX Vanguard Wellesley Income Fund Investor Shares | 7.99% | 7.86% | 6.61% | 4.73% | 7.67% | 6.03% | 4.30% | 3.94% | 7.56% | 3.20% | 4.00% | 5.60% |
Drawdowns
VASIX vs. VWINX - Drawdown Comparison
The maximum VASIX drawdown since its inception was -18.17%, smaller than the maximum VWINX drawdown of -21.72%. Use the drawdown chart below to compare losses from any high point for VASIX and VWINX.
Loading graphics...
Drawdown Indicators
| VASIX | VWINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.17% | -21.72% | +3.55% |
Max Drawdown (1Y)Largest decline over 1 year | -3.90% | -5.01% | +1.11% |
Max Drawdown (5Y)Largest decline over 5 years | -18.17% | -15.30% | -2.87% |
Max Drawdown (10Y)Largest decline over 10 years | -18.17% | -17.43% | -0.74% |
Current DrawdownCurrent decline from peak | -3.65% | -3.81% | +0.16% |
Average DrawdownAverage peak-to-trough decline | -1.92% | -2.64% | +0.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.89% | 1.26% | -0.37% |
Volatility
VASIX vs. VWINX - Volatility Comparison
Vanguard LifeStrategy Income Fund (VASIX) and Vanguard Wellesley Income Fund Investor Shares (VWINX) have volatilities of 2.08% and 2.07%, 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.
Loading graphics...
Volatility by Period
| VASIX | VWINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.08% | 2.07% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 3.03% | 3.68% | -0.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.62% | 6.68% | -2.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.68% | 6.95% | -1.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.87% | 6.89% | -2.02% |