Correlation
The correlation between VFFIX and VWIAX is -0.14. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
VFFIX vs. VWIAX
Compare and contrast key facts about Victory INCORE Fund for Income Class I (VFFIX) and Vanguard Wellesley Income Fund Admiral Shares (VWIAX).
VFFIX is managed by Victory Capital. VWIAX 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: VFFIX or VWIAX.
Performance
VFFIX vs. VWIAX - Performance Comparison
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Key characteristics
VFFIX:
2.84
VWIAX:
1.15
VFFIX:
4.50
VWIAX:
1.55
VFFIX:
1.75
VWIAX:
1.21
VFFIX:
2.59
VWIAX:
1.42
VFFIX:
15.48
VWIAX:
5.11
VFFIX:
0.38%
VWIAX:
1.50%
VFFIX:
2.03%
VWIAX:
6.98%
VFFIX:
-8.52%
VWIAX:
-21.64%
VFFIX:
-0.33%
VWIAX:
-0.57%
Returns By Period
In the year-to-date period, VFFIX achieves a 2.39% return, which is significantly lower than VWIAX's 3.05% return. Over the past 10 years, VFFIX has underperformed VWIAX with an annualized return of 1.36%, while VWIAX has yielded a comparatively higher 5.46% annualized return.
VFFIX
2.39%
-0.33%
2.53%
5.71%
3.03%
0.73%
1.36%
VWIAX
3.05%
0.92%
-0.04%
7.95%
4.19%
4.62%
5.46%
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VFFIX vs. VWIAX - Expense Ratio Comparison
VFFIX has a 0.64% expense ratio, which is higher than VWIAX's 0.16% expense ratio.
Risk-Adjusted Performance
VFFIX vs. VWIAX — Risk-Adjusted Performance Rank
VFFIX
VWIAX
VFFIX vs. VWIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory INCORE Fund for Income Class I (VFFIX) and Vanguard Wellesley Income Fund Admiral Shares (VWIAX). 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.
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Dividends
VFFIX vs. VWIAX - Dividend Comparison
VFFIX's dividend yield for the trailing twelve months is around 5.29%, less than VWIAX's 6.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFFIX Victory INCORE Fund for Income Class I | 5.29% | 5.62% | 5.68% | 5.71% | 5.26% | 4.90% | 5.43% | 5.89% | 5.51% | 5.50% | 5.38% | 5.12% |
VWIAX Vanguard Wellesley Income Fund Admiral Shares | 6.63% | 6.69% | 4.80% | 7.75% | 6.10% | 4.37% | 4.00% | 7.64% | 4.07% | 4.07% | 5.66% | 4.99% |
Drawdowns
VFFIX vs. VWIAX - Drawdown Comparison
The maximum VFFIX drawdown since its inception was -8.52%, smaller than the maximum VWIAX drawdown of -21.64%. Use the drawdown chart below to compare losses from any high point for VFFIX and VWIAX.
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Volatility
VFFIX vs. VWIAX - Volatility Comparison
The current volatility for Victory INCORE Fund for Income Class I (VFFIX) is 0.86%, while Vanguard Wellesley Income Fund Admiral Shares (VWIAX) has a volatility of 2.03%. This indicates that VFFIX experiences smaller price fluctuations and is considered to be less risky than VWIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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