VEIPX vs. VWENX
Compare and contrast key facts about Vanguard Equity Income Fund Investor Shares (VEIPX) and Vanguard Wellington Fund Admiral Shares (VWENX).
VEIPX is managed by Vanguard. It was launched on Mar 21, 1988. 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: VEIPX or VWENX.
Performance
VEIPX vs. VWENX - Performance Comparison
Returns By Period
In the year-to-date period, VEIPX achieves a 17.87% return, which is significantly higher than VWENX's 14.78% return. Over the past 10 years, VEIPX has outperformed VWENX with an annualized return of 9.65%, while VWENX has yielded a comparatively lower 4.23% annualized return.
VEIPX
17.87%
-0.04%
8.47%
19.98%
10.16%
9.65%
VWENX
14.78%
-0.05%
7.22%
20.48%
4.47%
4.23%
Key characteristics
| VEIPX | VWENX | |
|---|---|---|
| Sharpe Ratio | 1.82 | 2.48 |
| Sortino Ratio | 2.39 | 3.43 |
| Omega Ratio | 1.35 | 1.46 |
| Calmar Ratio | 3.51 | 1.17 |
| Martin Ratio | 8.58 | 17.03 |
| Ulcer Index | 2.41% | 1.21% |
| Daily Std Dev | 11.38% | 8.37% |
| Max Drawdown | -54.12% | -38.68% |
| Current Drawdown | -1.17% | -1.47% |
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VEIPX vs. VWENX - Expense Ratio Comparison
VEIPX has a 0.28% expense ratio, which is higher than VWENX's 0.16% expense ratio.
Correlation
The correlation between VEIPX and VWENX is 0.92, 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
VEIPX vs. VWENX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Equity Income Fund Investor Shares (VEIPX) 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
VEIPX vs. VWENX - Dividend Comparison
VEIPX's dividend yield for the trailing twelve months is around 2.72%, less than VWENX's 5.51% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEIPX Vanguard Equity Income Fund Investor Shares | 2.72% | 2.94% | 2.93% | 2.40% | 2.62% | 2.63% | 3.15% | 2.45% | 2.74% | 2.96% | 2.69% | 2.51% |
VWENX Vanguard Wellington Fund Admiral Shares | 5.51% | 6.08% | 2.34% | 1.79% | 2.15% | 2.61% | 3.10% | 2.53% | 2.64% | 2.81% | 2.63% | 2.58% |
Drawdowns
VEIPX vs. VWENX - Drawdown Comparison
The maximum VEIPX drawdown since its inception was -54.12%, which is greater than VWENX's maximum drawdown of -38.68%. Use the drawdown chart below to compare losses from any high point for VEIPX and VWENX. For additional features, visit the drawdowns tool.
Volatility
VEIPX vs. VWENX - Volatility Comparison
Vanguard Equity Income Fund Investor Shares (VEIPX) has a higher volatility of 3.63% compared to Vanguard Wellington Fund Admiral Shares (VWENX) at 2.80%. This indicates that VEIPX's price experiences larger fluctuations and is considered to be riskier than VWENX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.