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.
Correlation
The correlation between VGWLX and VWENX is 0.90, 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
Key characteristics
VGWLX:
0.17
VWENX:
1.76
VGWLX:
0.25
VWENX:
2.41
VGWLX:
1.04
VWENX:
1.32
VGWLX:
0.17
VWENX:
1.03
VGWLX:
0.99
VWENX:
12.14
VGWLX:
1.52%
VWENX:
1.25%
VGWLX:
9.10%
VWENX:
8.61%
VGWLX:
-25.28%
VWENX:
-38.68%
VGWLX:
-9.03%
VWENX:
-2.93%
Returns By Period
In the year-to-date period, VGWLX achieves a 0.43% return, which is significantly lower than VWENX's 14.46% return.
VGWLX
0.43%
-6.69%
-3.41%
2.16%
5.04%
N/A
VWENX
14.46%
-0.58%
5.42%
15.93%
3.92%
4.12%
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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 2.52%, more than VWENX's 1.58% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGWLX Vanguard Global Wellington Fund Investor Shares | 2.52% | 2.50% | 1.92% | 1.67% | 1.54% | 1.83% | 2.31% | 0.22% | 0.00% | 0.00% | 0.00% | 0.00% |
VWENX Vanguard Wellington Fund Admiral Shares | 1.58% | 6.08% | 2.34% | 1.79% | 2.15% | 2.61% | 3.10% | 2.53% | 2.64% | 2.81% | 2.63% | 2.58% |
Drawdowns
VGWLX vs. VWENX - Drawdown Comparison
The maximum VGWLX drawdown since its inception was -25.28%, smaller than the maximum VWENX drawdown of -38.68%. 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
Vanguard Global Wellington Fund Investor Shares (VGWLX) has a higher volatility of 6.46% compared to Vanguard Wellington Fund Admiral Shares (VWENX) at 2.71%. This indicates that VGWLX's price experiences larger fluctuations and is considered to be riskier than VWENX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.