VFIDX vs. VWINX
Compare and contrast key facts about Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX) and Vanguard Wellesley Income Fund Investor Shares (VWINX).
VFIDX is managed by Vanguard. It was launched on Feb 12, 2001. 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: VFIDX or VWINX.
Performance
VFIDX vs. VWINX - Performance Comparison
Returns By Period
In the year-to-date period, VFIDX achieves a 3.06% return, which is significantly lower than VWINX's 6.93% return. Over the past 10 years, VFIDX has underperformed VWINX with an annualized return of 1.81%, while VWINX has yielded a comparatively higher 3.26% annualized return.
VFIDX
3.06%
-1.99%
3.68%
9.21%
0.22%
1.81%
VWINX
6.93%
-1.59%
4.19%
14.77%
2.48%
3.26%
Key characteristics
| VFIDX | VWINX | |
|---|---|---|
| Sharpe Ratio | 1.72 | 2.29 |
| Sortino Ratio | 2.55 | 3.48 |
| Omega Ratio | 1.31 | 1.47 |
| Calmar Ratio | 0.62 | 0.98 |
| Martin Ratio | 6.69 | 14.36 |
| Ulcer Index | 1.48% | 1.04% |
| Daily Std Dev | 5.74% | 6.54% |
| Max Drawdown | -22.52% | -24.01% |
| Current Drawdown | -8.08% | -2.76% |
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VFIDX vs. VWINX - Expense Ratio Comparison
VFIDX has a 0.10% expense ratio, which is lower than VWINX's 0.23% expense ratio. Despite the difference, 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 VFIDX and VWINX is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Risk-Adjusted Performance
VFIDX vs. VWINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX) 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
VFIDX vs. VWINX - Dividend Comparison
VFIDX's dividend yield for the trailing twelve months is around 4.53%, less than VWINX's 5.80% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFIDX Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares | 4.53% | 3.89% | 3.21% | 2.36% | 2.59% | 3.12% | 3.32% | 2.91% | 2.98% | 3.21% | 3.26% | 3.38% |
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
VFIDX vs. VWINX - Drawdown Comparison
The maximum VFIDX drawdown since its inception was -22.52%, smaller than the maximum VWINX drawdown of -24.01%. Use the drawdown chart below to compare losses from any high point for VFIDX and VWINX. For additional features, visit the drawdowns tool.
Volatility
VFIDX vs. VWINX - Volatility Comparison
Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX) and Vanguard Wellesley Income Fund Investor Shares (VWINX) have volatilities of 1.61% and 1.59%, 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.