VMBSX vs. VWELX
Compare and contrast key facts about Vanguard Mortgage-Backed Securities Index Fund Admiral Shares (VMBSX) and Vanguard Wellington Fund Investor Shares (VWELX).
VMBSX is managed by Vanguard. It was launched on Dec 3, 2009. VWELX is managed by Vanguard. It was launched on Jul 1, 1929.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VMBSX or VWELX.
Correlation
The correlation between VMBSX and VWELX is 0.04, 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.
Performance
VMBSX vs. VWELX - Performance Comparison
Key characteristics
VMBSX:
0.80
VWELX:
0.59
VMBSX:
1.17
VWELX:
0.74
VMBSX:
1.14
VWELX:
1.14
VMBSX:
0.37
VWELX:
0.58
VMBSX:
2.10
VWELX:
2.08
VMBSX:
2.13%
VWELX:
3.42%
VMBSX:
5.59%
VWELX:
12.10%
VMBSX:
-17.47%
VWELX:
-38.77%
VMBSX:
-6.25%
VWELX:
-7.03%
Returns By Period
In the year-to-date period, VMBSX achieves a 1.12% return, which is significantly lower than VWELX's 3.53% return. Over the past 10 years, VMBSX has underperformed VWELX with an annualized return of 0.84%, while VWELX has yielded a comparatively higher 3.93% annualized return.
VMBSX
1.12%
1.12%
-1.04%
4.81%
-0.74%
0.84%
VWELX
3.53%
2.02%
-2.28%
7.74%
2.86%
3.93%
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VMBSX vs. VWELX - Expense Ratio Comparison
VMBSX has a 0.07% expense ratio, which is lower than VWELX's 0.24% 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
VMBSX vs. VWELX — Risk-Adjusted Performance Rank
VMBSX
VWELX
VMBSX vs. VWELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mortgage-Backed Securities Index Fund Admiral Shares (VMBSX) and Vanguard Wellington Fund Investor Shares (VWELX). 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
VMBSX vs. VWELX - Dividend Comparison
VMBSX's dividend yield for the trailing twelve months is around 3.94%, more than VWELX's 2.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMBSX Vanguard Mortgage-Backed Securities Index Fund Admiral Shares | 3.94% | 3.93% | 3.29% | 2.32% | 0.99% | 1.80% | 2.75% | 2.73% | 2.16% | 1.80% | 1.56% | 1.59% |
VWELX Vanguard Wellington Fund Investor Shares | 2.19% | 2.27% | 6.01% | 2.25% | 1.71% | 2.07% | 2.53% | 3.00% | 2.45% | 2.56% | 3.25% | 2.55% |
Drawdowns
VMBSX vs. VWELX - Drawdown Comparison
The maximum VMBSX drawdown since its inception was -17.47%, smaller than the maximum VWELX drawdown of -38.77%. Use the drawdown chart below to compare losses from any high point for VMBSX and VWELX. For additional features, visit the drawdowns tool.
Volatility
VMBSX vs. VWELX - Volatility Comparison
The current volatility for Vanguard Mortgage-Backed Securities Index Fund Admiral Shares (VMBSX) is 1.31%, while Vanguard Wellington Fund Investor Shares (VWELX) has a volatility of 2.19%. This indicates that VMBSX experiences smaller price fluctuations and is considered to be less risky than VWELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.