VBINX vs. VWENX
Compare and contrast key facts about Vanguard Balanced Index Fund (VBINX) and Vanguard Wellington Fund Admiral Shares (VWENX).
VBINX is managed by Vanguard. It was launched on Nov 9, 1992. 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: VBINX or VWENX.
Performance
VBINX vs. VWENX - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with VBINX having a 15.16% return and VWENX slightly lower at 15.07%. Over the past 10 years, VBINX has outperformed VWENX with an annualized return of 8.12%, while VWENX has yielded a comparatively lower 4.25% annualized return.
VBINX
15.16%
0.76%
8.66%
21.62%
8.74%
8.12%
VWENX
15.07%
0.50%
7.54%
20.25%
4.50%
4.25%
Key characteristics
| VBINX | VWENX | |
|---|---|---|
| Sharpe Ratio | 2.61 | 2.41 |
| Sortino Ratio | 3.69 | 3.35 |
| Omega Ratio | 1.49 | 1.45 |
| Calmar Ratio | 2.66 | 1.16 |
| Martin Ratio | 16.41 | 16.53 |
| Ulcer Index | 1.31% | 1.22% |
| Daily Std Dev | 8.20% | 8.35% |
| Max Drawdown | -35.97% | -38.68% |
| Current Drawdown | -1.12% | -1.22% |
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VBINX vs. VWENX - Expense Ratio Comparison
VBINX has a 0.18% expense ratio, which is higher than VWENX's 0.16% expense ratio. However, 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 VBINX and VWENX is 0.96, 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
VBINX vs. VWENX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Balanced Index Fund (VBINX) 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
VBINX vs. VWENX - Dividend Comparison
VBINX's dividend yield for the trailing twelve months is around 1.93%, less than VWENX's 5.50% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBINX Vanguard Balanced Index Fund | 1.93% | 1.93% | 1.80% | 1.27% | 1.55% | 2.02% | 2.19% | 1.83% | 1.97% | 1.95% | 1.79% | 1.70% |
VWENX Vanguard Wellington Fund Admiral Shares | 5.50% | 6.08% | 2.34% | 1.79% | 2.15% | 2.61% | 3.10% | 2.53% | 2.64% | 2.81% | 2.63% | 2.58% |
Drawdowns
VBINX vs. VWENX - Drawdown Comparison
The maximum VBINX drawdown since its inception was -35.97%, smaller than the maximum VWENX drawdown of -38.68%. Use the drawdown chart below to compare losses from any high point for VBINX and VWENX. For additional features, visit the drawdowns tool.
Volatility
VBINX vs. VWENX - Volatility Comparison
The current volatility for Vanguard Balanced Index Fund (VBINX) is 2.59%, while Vanguard Wellington Fund Admiral Shares (VWENX) has a volatility of 2.79%. This indicates that VBINX 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.