VMCTX vs. VWINX

In the year-to-date period, VMCTX achieves a 0.96% return, which is significantly lower than VWINX's 2.99% return. Over the past 10 years, VMCTX has outperformed VWINX with an annualized return of 13.46%, while VWINX has yielded a comparatively lower 5.39% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

VMCTX has a 0.06% expense ratio, which is lower than VWINX's 0.23% 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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Mega Cap Index Fund Institutional Shares (VMCTX) and Vanguard Wellesley Income Fund Investor Shares (VWINX). 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.

The current VMCTX Sharpe Ratio is 0.75, which is lower than the VWINX Sharpe Ratio of 1.13. The chart below compares the historical Sharpe Ratios of VMCTX and VWINX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VMCTX's dividend yield for the trailing twelve months is around 1.16%, less than VWINX's 6.56% yield.

The maximum VMCTX drawdown since its inception was -52.57%, which is greater than VWINX's maximum drawdown of -21.72%. Use the drawdown chart below to compare losses from any high point for VMCTX and VWINX.

Vanguard Mega Cap Index Fund Institutional Shares (VMCTX) has a higher volatility of 4.93% compared to Vanguard Wellesley Income Fund Investor Shares (VWINX) at 2.02%. This indicates that VMCTX's price experiences larger fluctuations and is considered to be riskier than VWINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.