VEIRX vs. VWNFX
Compare and contrast key facts about Vanguard Equity Income Fund Admiral Shares (VEIRX) and Vanguard Windsor II Fund Investor Shares (VWNFX).
VEIRX is managed by Vanguard. It was launched on Aug 13, 2001. VWNFX is managed by Vanguard. It was launched on Jun 24, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VEIRX or VWNFX.
Correlation
The correlation between VEIRX and VWNFX 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
VEIRX vs. VWNFX - Performance Comparison
Key characteristics
VEIRX:
1.66
VWNFX:
1.49
VEIRX:
2.30
VWNFX:
2.02
VEIRX:
1.30
VWNFX:
1.28
VEIRX:
1.97
VWNFX:
1.45
VEIRX:
8.39
VWNFX:
8.71
VEIRX:
2.12%
VWNFX:
1.92%
VEIRX:
10.74%
VWNFX:
11.21%
VEIRX:
-56.75%
VWNFX:
-61.76%
VEIRX:
-2.93%
VWNFX:
-2.37%
Returns By Period
The year-to-date returns for both investments are quite close, with VEIRX having a 2.06% return and VWNFX slightly higher at 2.08%. Over the past 10 years, VEIRX has outperformed VWNFX with an annualized return of 7.06%, while VWNFX has yielded a comparatively lower 5.66% annualized return.
VEIRX
2.06%
-0.32%
4.61%
19.03%
6.59%
7.06%
VWNFX
2.08%
-1.27%
2.32%
17.60%
7.20%
5.66%
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VEIRX vs. VWNFX - Expense Ratio Comparison
VEIRX has a 0.19% expense ratio, which is lower than VWNFX's 0.34% expense ratio.
Risk-Adjusted Performance
VEIRX vs. VWNFX — Risk-Adjusted Performance Rank
VEIRX
VWNFX
VEIRX vs. VWNFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Equity Income Fund Admiral Shares (VEIRX) and Vanguard Windsor II Fund Investor Shares (VWNFX). 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
VEIRX vs. VWNFX - Dividend Comparison
VEIRX's dividend yield for the trailing twelve months is around 2.85%, more than VWNFX's 1.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEIRX Vanguard Equity Income Fund Admiral Shares | 2.85% | 2.91% | 3.03% | 3.03% | 2.49% | 2.70% | 2.71% | 3.25% | 2.54% | 2.83% | 3.05% | 2.78% |
VWNFX Vanguard Windsor II Fund Investor Shares | 1.64% | 1.68% | 1.64% | 1.61% | 1.18% | 1.30% | 2.12% | 2.61% | 2.00% | 9.46% | 2.41% | 2.33% |
Drawdowns
VEIRX vs. VWNFX - Drawdown Comparison
The maximum VEIRX drawdown since its inception was -56.75%, smaller than the maximum VWNFX drawdown of -61.76%. Use the drawdown chart below to compare losses from any high point for VEIRX and VWNFX. For additional features, visit the drawdowns tool.
Volatility
VEIRX vs. VWNFX - Volatility Comparison
Vanguard Equity Income Fund Admiral Shares (VEIRX) and Vanguard Windsor II Fund Investor Shares (VWNFX) have volatilities of 4.36% and 4.47%, 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.