VGWLX vs. VWENX
Compare and contrast key facts about Vanguard Global Wellington Fund Investor Shares (VGWLX) and Vanguard Wellington Fund Admiral Shares (VWENX).
VGWLX is managed by Vanguard. It was launched on Nov 2, 2017. VWENX 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: VGWLX or VWENX.
Key characteristics
| VGWLX | VWENX | |
|---|---|---|
| YTD Return | 9.07% | 12.31% |
| 1Y Return | 14.62% | 18.68% |
| 3Y Return (Ann) | 5.46% | 4.75% |
| 5Y Return (Ann) | 7.82% | 8.91% |
| Sharpe Ratio | 2.12 | 2.18 |
| Daily Std Dev | 7.27% | 8.87% |
| Max Drawdown | -25.28% | -36.02% |
| Current Drawdown | -0.44% | -0.08% |
Correlation
The correlation between VGWLX and VWENX is 0.91, 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
VGWLX vs. VWENX - Performance Comparison
In the year-to-date period, VGWLX achieves a 9.07% return, which is significantly lower than VWENX's 12.31% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VGWLX vs. VWENX - Expense Ratio Comparison
VGWLX has a 0.42% expense ratio, which is higher than VWENX's 0.16% expense ratio.
Risk-Adjusted Performance
VGWLX vs. VWENX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Global Wellington Fund Investor Shares (VGWLX) and Vanguard Wellington Fund Admiral Shares (VWENX). 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
VGWLX vs. VWENX - Dividend Comparison
VGWLX's dividend yield for the trailing twelve months is around 2.69%, less than VWENX's 5.58% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGWLX Vanguard Global Wellington Fund Investor Shares | 2.21% | 2.54% | 4.36% | 3.23% | 1.54% | 1.99% | 2.52% | 0.22% | 0.00% | 0.00% | 0.00% | 0.00% |
VWENX Vanguard Wellington Fund Admiral Shares | 5.07% | 6.08% | 8.28% | 8.72% | 7.85% | 4.74% | 9.58% | 6.55% | 4.53% | 6.58% | 6.47% | 6.63% |
Drawdowns
VGWLX vs. VWENX - Drawdown Comparison
The maximum VGWLX drawdown since its inception was -25.28%, smaller than the maximum VWENX drawdown of -36.02%. Use the drawdown chart below to compare losses from any high point for VGWLX and VWENX. For additional features, visit the drawdowns tool.
Volatility
VGWLX vs. VWENX - Volatility Comparison
The current volatility for Vanguard Global Wellington Fund Investor Shares (VGWLX) is 1.96%, while Vanguard Wellington Fund Admiral Shares (VWENX) has a volatility of 2.91%. This indicates that VGWLX experiences smaller price fluctuations and is considered to be less risky than VWENX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.