VMCTX vs. VWINX
Compare and contrast key facts about Vanguard Mega Cap Index Fund Institutional Shares (VMCTX) and Vanguard Wellesley Income Fund Investor Shares (VWINX).
VMCTX is managed by Vanguard. It was launched on Feb 22, 2008. VWINX is managed by Vanguard. It was launched on Jul 1, 1970.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VMCTX or VWINX.
Correlation
The correlation between VMCTX and VWINX is 0.74, 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
VMCTX vs. VWINX - Performance Comparison
Key characteristics
VMCTX:
1.87
VWINX:
1.83
VMCTX:
2.51
VWINX:
2.54
VMCTX:
1.34
VWINX:
1.33
VMCTX:
2.76
VWINX:
2.37
VMCTX:
11.83
VWINX:
7.82
VMCTX:
2.12%
VWINX:
1.31%
VMCTX:
13.44%
VWINX:
5.60%
VMCTX:
-52.57%
VWINX:
-21.72%
VMCTX:
-0.43%
VWINX:
-0.24%
Returns By Period
In the year-to-date period, VMCTX achieves a 4.30% return, which is significantly higher than VWINX's 2.83% return. Over the past 10 years, VMCTX has outperformed VWINX with an annualized return of 13.92%, while VWINX has yielded a comparatively lower 5.38% annualized return.
VMCTX
4.30%
1.63%
11.27%
25.88%
15.47%
13.92%
VWINX
2.83%
0.99%
2.45%
9.95%
3.98%
5.38%
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VMCTX vs. VWINX - Expense Ratio Comparison
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%.
Risk-Adjusted Performance
VMCTX vs. VWINX — Risk-Adjusted Performance Rank
VMCTX
VWINX
VMCTX vs. VWINX - Risk-Adjusted Performance Comparison
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.
Dividends
VMCTX vs. VWINX - Dividend Comparison
VMCTX's dividend yield for the trailing twelve months is around 1.11%, less than VWINX's 6.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMCTX Vanguard Mega Cap Index Fund Institutional Shares | 1.11% | 1.16% | 1.36% | 1.66% | 1.18% | 1.46% | 1.82% | 2.11% | 1.84% | 2.13% | 2.13% | 1.84% |
VWINX Vanguard Wellesley Income Fund Investor Shares | 6.43% | 6.61% | 4.73% | 7.67% | 6.03% | 4.30% | 3.94% | 7.56% | 4.00% | 4.00% | 5.60% | 4.92% |
Drawdowns
VMCTX vs. VWINX - Drawdown Comparison
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. For additional features, visit the drawdowns tool.
Volatility
VMCTX vs. VWINX - Volatility Comparison
Vanguard Mega Cap Index Fund Institutional Shares (VMCTX) has a higher volatility of 3.29% compared to Vanguard Wellesley Income Fund Investor Shares (VWINX) at 1.40%. 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.