VQNPX vs. VWELX
Compare and contrast key facts about Vanguard Growth and Income Fund Investor Shares (VQNPX) and Vanguard Wellington Fund Investor Shares (VWELX).
VQNPX is managed by Vanguard. It was launched on Dec 10, 1986. VWELX is managed by Vanguard. It was launched on Jul 1, 1929.
Performance
VQNPX vs. VWELX - Performance Comparison
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VQNPX vs. VWELX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VQNPX Vanguard Growth and Income Fund Investor Shares | -5.04% | 19.13% | 25.72% | 24.72% | -17.26% | 28.74% | 17.90% | 29.66% | -4.70% | 19.82% |
VWELX Vanguard Wellington Fund Investor Shares | -3.35% | 16.54% | 14.73% | 14.29% | -14.36% | 18.99% | 10.57% | 22.51% | -3.43% | 13.98% |
Returns By Period
In the year-to-date period, VQNPX achieves a -5.04% return, which is significantly lower than VWELX's -3.35% return. Over the past 10 years, VQNPX has outperformed VWELX with an annualized return of 13.74%, while VWELX has yielded a comparatively lower 9.32% annualized return.
VQNPX
- 1D
- 3.04%
- 1M
- -5.21%
- YTD
- -5.04%
- 6M
- -2.12%
- 1Y
- 19.32%
- 3Y*
- 18.55%
- 5Y*
- 11.79%
- 10Y*
- 13.74%
VWELX
- 1D
- 2.02%
- 1M
- -3.95%
- YTD
- -3.35%
- 6M
- -0.44%
- 1Y
- 14.14%
- 3Y*
- 12.65%
- 5Y*
- 7.58%
- 10Y*
- 9.32%
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VQNPX vs. VWELX - Expense Ratio Comparison
VQNPX has a 0.32% expense ratio, which is higher than VWELX's 0.24% expense ratio.
Return for Risk
VQNPX vs. VWELX — Risk / Return Rank
VQNPX
VWELX
VQNPX vs. VWELX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth and Income Fund Investor Shares (VQNPX) 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.
| VQNPX | VWELX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 1.23 | -0.15 |
Sortino ratioReturn per unit of downside risk | 1.60 | 1.81 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.27 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | 1.88 | -0.18 |
Martin ratioReturn relative to average drawdown | 7.67 | 8.47 | -0.79 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VQNPX | VWELX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 1.23 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.69 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.81 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.82 | -0.22 |
Correlation
The correlation between VQNPX and VWELX is 0.92, 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.
Dividends
VQNPX vs. VWELX - Dividend Comparison
VQNPX's dividend yield for the trailing twelve months is around 11.16%, less than VWELX's 11.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VQNPX Vanguard Growth and Income Fund Investor Shares | 11.16% | 10.60% | 11.56% | 8.60% | 9.69% | 15.16% | 6.53% | 4.09% | 7.92% | 5.01% | 6.90% | 7.60% |
VWELX Vanguard Wellington Fund Investor Shares | 11.92% | 11.46% | 10.76% | 6.01% | 8.19% | 8.64% | 7.77% | 4.67% | 9.49% | 5.82% | 4.44% | 7.03% |
Drawdowns
VQNPX vs. VWELX - Drawdown Comparison
The maximum VQNPX drawdown since its inception was -55.93%, which is greater than VWELX's maximum drawdown of -36.12%. Use the drawdown chart below to compare losses from any high point for VQNPX and VWELX.
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Drawdown Indicators
| VQNPX | VWELX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.93% | -36.12% | -19.81% |
Max Drawdown (1Y)Largest decline over 1 year | -11.90% | -8.03% | -3.87% |
Max Drawdown (5Y)Largest decline over 5 years | -23.36% | -20.88% | -2.48% |
Max Drawdown (10Y)Largest decline over 10 years | -34.33% | -25.33% | -9.00% |
Current DrawdownCurrent decline from peak | -7.01% | -4.90% | -2.11% |
Average DrawdownAverage peak-to-trough decline | -8.90% | -3.93% | -4.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.63% | 1.78% | +0.85% |
Volatility
VQNPX vs. VWELX - Volatility Comparison
Vanguard Growth and Income Fund Investor Shares (VQNPX) has a higher volatility of 5.51% compared to Vanguard Wellington Fund Investor Shares (VWELX) at 4.07%. This indicates that VQNPX's price experiences larger fluctuations and is considered to be riskier than VWELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VQNPX | VWELX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.51% | 4.07% | +1.44% |
Volatility (6M)Calculated over the trailing 6-month period | 10.19% | 6.66% | +3.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.39% | 11.88% | +6.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.12% | 11.12% | +6.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.19% | 11.50% | +6.69% |