VFIJX vs. VWIAX
Compare and contrast key facts about Vanguard GNMA Fund Admiral Shares (VFIJX) and Vanguard Wellesley Income Fund Admiral Shares (VWIAX).
VFIJX is managed by Vanguard. It was launched on Feb 12, 2001. 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: VFIJX or VWIAX.
Correlation
The correlation between VFIJX and VWIAX is -0.11. 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.
Performance
VFIJX vs. VWIAX - Performance Comparison
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Key characteristics
VFIJX:
1.01
VWIAX:
0.39
VFIJX:
1.54
VWIAX:
0.61
VFIJX:
1.18
VWIAX:
1.10
VFIJX:
0.55
VWIAX:
0.43
VFIJX:
2.73
VWIAX:
1.28
VFIJX:
1.98%
VWIAX:
2.80%
VFIJX:
5.30%
VWIAX:
7.95%
VFIJX:
-15.95%
VWIAX:
-23.93%
VFIJX:
-4.03%
VWIAX:
-4.50%
Returns By Period
In the year-to-date period, VFIJX achieves a 2.05% return, which is significantly higher than VWIAX's 1.79% return. Over the past 10 years, VFIJX has underperformed VWIAX with an annualized return of 1.08%, while VWIAX has yielded a comparatively higher 3.14% annualized return.
VFIJX
2.05%
0.55%
1.48%
5.53%
-0.74%
1.08%
VWIAX
1.79%
2.73%
-3.16%
3.18%
2.73%
3.14%
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VFIJX vs. VWIAX - Expense Ratio Comparison
VFIJX has a 0.11% expense ratio, which is lower than VWIAX's 0.16% 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%.
Risk-Adjusted Performance
VFIJX vs. VWIAX — Risk-Adjusted Performance Rank
VFIJX
VWIAX
VFIJX vs. VWIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard GNMA Fund Admiral Shares (VFIJX) 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
VFIJX vs. VWIAX - Dividend Comparison
VFIJX's dividend yield for the trailing twelve months is around 3.42%, less than VWIAX's 3.87% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFIJX Vanguard GNMA Fund Admiral Shares | 3.42% | 3.68% | 3.34% | 2.46% | 0.85% | 1.98% | 2.86% | 3.00% | 2.75% | 2.41% | 2.44% | 2.68% |
VWIAX Vanguard Wellesley Income Fund Admiral Shares | 3.87% | 3.83% | 5.80% | 3.25% | 2.55% | 2.72% | 2.97% | 3.38% | 2.92% | 3.02% | 3.18% | 3.23% |
Drawdowns
VFIJX vs. VWIAX - Drawdown Comparison
The maximum VFIJX drawdown since its inception was -15.95%, smaller than the maximum VWIAX drawdown of -23.93%. Use the drawdown chart below to compare losses from any high point for VFIJX and VWIAX. For additional features, visit the drawdowns tool.
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Volatility
VFIJX vs. VWIAX - Volatility Comparison
The current volatility for Vanguard GNMA Fund Admiral Shares (VFIJX) is 1.66%, while Vanguard Wellesley Income Fund Admiral Shares (VWIAX) has a volatility of 2.52%. This indicates that VFIJX 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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