VEIPX vs. VWINX
Compare and contrast key facts about Vanguard Equity Income Fund Investor Shares (VEIPX) and Vanguard Wellesley Income Fund Investor Shares (VWINX).
VEIPX is managed by Vanguard. It was launched on Mar 21, 1988. VWINX is managed by Vanguard. It was launched on Jul 1, 1970.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VEIPX or VWINX.
Performance
VEIPX vs. VWINX - Performance Comparison
Returns By Period
In the year-to-date period, VEIPX achieves a 17.26% return, which is significantly higher than VWINX's 6.93% return. Over the past 10 years, VEIPX has outperformed VWINX with an annualized return of 9.66%, while VWINX has yielded a comparatively lower 3.26% annualized return.
VEIPX
17.26%
-0.50%
7.27%
20.09%
9.89%
9.66%
VWINX
6.93%
-1.59%
4.19%
14.77%
2.48%
3.26%
Key characteristics
| VEIPX | VWINX | |
|---|---|---|
| Sharpe Ratio | 1.72 | 2.29 |
| Sortino Ratio | 2.26 | 3.48 |
| Omega Ratio | 1.33 | 1.47 |
| Calmar Ratio | 3.30 | 0.98 |
| Martin Ratio | 8.09 | 14.36 |
| Ulcer Index | 2.41% | 1.04% |
| Daily Std Dev | 11.37% | 6.54% |
| Max Drawdown | -54.12% | -24.01% |
| Current Drawdown | -1.68% | -2.76% |
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VEIPX vs. VWINX - Expense Ratio Comparison
VEIPX has a 0.28% expense ratio, which is higher than VWINX's 0.23% expense ratio.
Correlation
The correlation between VEIPX and VWINX is 0.79, 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. VWINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Equity Income Fund Investor Shares (VEIPX) 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.
Dividends
VEIPX vs. VWINX - Dividend Comparison
VEIPX's dividend yield for the trailing twelve months is around 2.73%, less than VWINX's 5.80% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEIPX Vanguard Equity Income Fund Investor Shares | 2.73% | 2.94% | 2.93% | 2.40% | 2.62% | 2.63% | 3.15% | 2.45% | 2.74% | 2.96% | 2.69% | 2.51% |
VWINX Vanguard Wellesley Income Fund Investor Shares | 5.80% | 5.71% | 3.17% | 2.48% | 2.65% | 2.90% | 3.30% | 2.85% | 2.94% | 3.11% | 3.16% | 3.05% |
Drawdowns
VEIPX vs. VWINX - Drawdown Comparison
The maximum VEIPX drawdown since its inception was -54.12%, which is greater than VWINX's maximum drawdown of -24.01%. Use the drawdown chart below to compare losses from any high point for VEIPX and VWINX. For additional features, visit the drawdowns tool.
Volatility
VEIPX vs. VWINX - Volatility Comparison
Vanguard Equity Income Fund Investor Shares (VEIPX) has a higher volatility of 3.59% compared to Vanguard Wellesley Income Fund Investor Shares (VWINX) at 1.59%. This indicates that VEIPX's price experiences larger fluctuations and is considered to be riskier than VWINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.