VBIAX vs. VWELX
Compare and contrast key facts about Vanguard Balanced Index Fund Admiral Shares (VBIAX) and Vanguard Wellington Fund Investor Shares (VWELX).
VBIAX is managed by Vanguard. It was launched on Nov 13, 2000. VWELX is managed by Vanguard. It was launched on Jul 1, 1929.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBIAX or VWELX.
Key characteristics
| VBIAX | VWELX | |
|---|---|---|
| YTD Return | 6.06% | 7.08% |
| 1Y Return | 17.05% | 16.38% |
| 3Y Return (Ann) | 4.16% | 5.12% |
| 5Y Return (Ann) | 8.72% | 9.00% |
| 10Y Return (Ann) | 8.13% | 8.32% |
| Sharpe Ratio | 2.17 | 2.13 |
| Daily Std Dev | 8.45% | 8.22% |
| Max Drawdown | -35.90% | -36.12% |
| Current Drawdown | -0.23% | -0.11% |
Correlation
The correlation between VBIAX and VWELX is 0.95, 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
VBIAX vs. VWELX - Performance Comparison
In the year-to-date period, VBIAX achieves a 6.06% return, which is significantly lower than VWELX's 7.08% return. Both investments have delivered pretty close results over the past 10 years, with VBIAX having a 8.13% annualized return and VWELX not far ahead at 8.32%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VBIAX vs. VWELX - Expense Ratio Comparison
VBIAX has a 0.07% expense ratio, which is lower than VWELX's 0.24% 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
VBIAX vs. VWELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Balanced Index Fund Admiral Shares (VBIAX) and Vanguard Wellington Fund Investor Shares (VWELX). 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
VBIAX vs. VWELX - Dividend Comparison
VBIAX's dividend yield for the trailing twelve months is around 4.33%, less than VWELX's 5.68% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBIAX Vanguard Balanced Index Fund Admiral Shares | 4.33% | 4.35% | 2.83% | 3.19% | 2.65% | 2.28% | 2.32% | 1.95% | 2.09% | 2.09% | 1.92% | 1.85% |
VWELX Vanguard Wellington Fund Investor Shares | 5.68% | 6.01% | 8.19% | 8.64% | 7.77% | 4.67% | 9.49% | 6.47% | 4.44% | 7.03% | 6.39% | 6.55% |
Drawdowns
VBIAX vs. VWELX - Drawdown Comparison
The maximum VBIAX drawdown since its inception was -35.90%, roughly equal to the maximum VWELX drawdown of -36.12%. Use the drawdown chart below to compare losses from any high point for VBIAX and VWELX. For additional features, visit the drawdowns tool.
Volatility
VBIAX vs. VWELX - Volatility Comparison
Vanguard Balanced Index Fund Admiral Shares (VBIAX) and Vanguard Wellington Fund Investor Shares (VWELX) have volatilities of 2.43% and 2.32%, 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.