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.
Performance
VBIAX vs. VWELX - Performance Comparison
Returns By Period
The year-to-date returns for both investments are quite close, with VBIAX having a 14.07% return and VWELX slightly higher at 14.43%. Over the past 10 years, VBIAX has underperformed VWELX with an annualized return of 7.54%, while VWELX has yielded a comparatively higher 8.43% annualized return.
VBIAX
14.07%
-0.24%
8.01%
18.80%
7.36%
7.54%
VWELX
14.43%
-0.09%
6.87%
20.28%
8.58%
8.43%
Key characteristics
| VBIAX | VWELX | |
|---|---|---|
| Sharpe Ratio | 2.20 | 2.50 |
| Sortino Ratio | 2.98 | 3.46 |
| Omega Ratio | 1.42 | 1.47 |
| Calmar Ratio | 1.77 | 2.93 |
| Martin Ratio | 13.30 | 17.19 |
| Ulcer Index | 1.43% | 1.21% |
| Daily Std Dev | 8.64% | 8.34% |
| Max Drawdown | -35.90% | -36.12% |
| Current Drawdown | -1.75% | -1.71% |
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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%.
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.
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 2.04%, less than VWELX's 5.45% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBIAX Vanguard Balanced Index Fund Admiral Shares | 2.04% | 2.04% | 1.93% | 1.39% | 1.66% | 2.12% | 2.32% | 1.95% | 2.09% | 2.09% | 1.92% | 1.85% |
VWELX Vanguard Wellington Fund Investor Shares | 5.45% | 6.01% | 2.25% | 1.71% | 2.07% | 2.53% | 3.00% | 2.45% | 2.56% | 3.25% | 2.55% | 2.50% |
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
The current volatility for Vanguard Balanced Index Fund Admiral Shares (VBIAX) is 2.62%, while Vanguard Wellington Fund Investor Shares (VWELX) has a volatility of 2.80%. This indicates that VBIAX experiences smaller price fluctuations and is considered to be less risky than VWELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.