VGYAX vs. VGWIX
Compare and contrast key facts about Vanguard Global Wellesley Income Fund Admiral Shares (VGYAX) and Vanguard Global Wellesley Income Fund Investor Shares (VGWIX).
VGYAX is managed by Vanguard. It was launched on Nov 2, 2017. VGWIX is managed by Vanguard. It was launched on Nov 2, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGYAX or VGWIX.
Correlation
The correlation between VGYAX and VGWIX is 1.00, 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
VGYAX vs. VGWIX - Performance Comparison
Key characteristics
VGYAX:
1.86
VGWIX:
1.83
VGYAX:
2.65
VGWIX:
2.61
VGYAX:
1.34
VGWIX:
1.34
VGYAX:
2.43
VGWIX:
2.37
VGYAX:
7.01
VGWIX:
6.76
VGYAX:
1.36%
VGWIX:
1.39%
VGYAX:
5.13%
VGWIX:
5.13%
VGYAX:
-17.75%
VGWIX:
-17.74%
VGYAX:
-0.87%
VGWIX:
-0.94%
Returns By Period
The year-to-date returns for both stocks are quite close, with VGYAX having a 2.15% return and VGWIX slightly lower at 2.13%.
VGYAX
2.15%
0.95%
1.38%
9.35%
3.81%
N/A
VGWIX
2.13%
0.92%
1.28%
9.22%
3.68%
N/A
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VGYAX vs. VGWIX - Expense Ratio Comparison
VGYAX has a 0.28% expense ratio, which is lower than VGWIX's 0.41% expense ratio.
Risk-Adjusted Performance
VGYAX vs. VGWIX — Risk-Adjusted Performance Rank
VGYAX
VGWIX
VGYAX vs. VGWIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Global Wellesley Income Fund Admiral Shares (VGYAX) and Vanguard Global Wellesley Income Fund Investor Shares (VGWIX). 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
VGYAX vs. VGWIX - Dividend Comparison
VGYAX's dividend yield for the trailing twelve months is around 3.81%, more than VGWIX's 3.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
VGYAX Vanguard Global Wellesley Income Fund Admiral Shares | 3.81% | 3.90% | 3.15% | 1.54% | 2.40% | 1.99% | 2.27% | 2.85% | 0.29% |
VGWIX Vanguard Global Wellesley Income Fund Investor Shares | 3.69% | 3.77% | 3.03% | 1.41% | 2.27% | 1.89% | 2.16% | 2.74% | 0.28% |
Drawdowns
VGYAX vs. VGWIX - Drawdown Comparison
The maximum VGYAX drawdown since its inception was -17.75%, roughly equal to the maximum VGWIX drawdown of -17.74%. Use the drawdown chart below to compare losses from any high point for VGYAX and VGWIX. For additional features, visit the drawdowns tool.
Volatility
VGYAX vs. VGWIX - Volatility Comparison
Vanguard Global Wellesley Income Fund Admiral Shares (VGYAX) and Vanguard Global Wellesley Income Fund Investor Shares (VGWIX) have volatilities of 1.23% and 1.23%, 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.