VSCGX vs. VWINX
Compare and contrast key facts about Vanguard LifeStrategy Conservative Growth Fund (VSCGX) and Vanguard Wellesley Income Fund Investor Shares (VWINX).
VSCGX is managed by Vanguard. It was launched on Sep 30, 1994. 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: VSCGX or VWINX.
Key characteristics
| VSCGX | VWINX | |
|---|---|---|
| YTD Return | 8.33% | 7.46% |
| 1Y Return | 16.29% | 17.15% |
| 3Y Return (Ann) | 1.08% | -0.54% |
| 5Y Return (Ann) | 4.55% | 2.63% |
| 10Y Return (Ann) | 4.98% | 3.33% |
| Sharpe Ratio | 2.68 | 2.56 |
| Sortino Ratio | 4.03 | 3.95 |
| Omega Ratio | 1.51 | 1.53 |
| Calmar Ratio | 1.40 | 1.03 |
| Martin Ratio | 16.78 | 16.67 |
| Ulcer Index | 0.97% | 1.03% |
| Daily Std Dev | 6.09% | 6.70% |
| Max Drawdown | -30.62% | -24.01% |
| Current Drawdown | -1.14% | -2.27% |
Correlation
The correlation between VSCGX and VWINX is 0.83, 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
VSCGX vs. VWINX - Performance Comparison
In the year-to-date period, VSCGX achieves a 8.33% return, which is significantly higher than VWINX's 7.46% return. Over the past 10 years, VSCGX has outperformed VWINX with an annualized return of 4.98%, while VWINX has yielded a comparatively lower 3.33% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VSCGX vs. VWINX - Expense Ratio Comparison
VSCGX has a 0.12% 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
VSCGX vs. VWINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard LifeStrategy Conservative Growth Fund (VSCGX) 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
VSCGX vs. VWINX - Dividend Comparison
VSCGX's dividend yield for the trailing twelve months is around 3.08%, less than VWINX's 5.77% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSCGX Vanguard LifeStrategy Conservative Growth Fund | 3.08% | 2.93% | 2.05% | 1.98% | 1.73% | 2.58% | 2.70% | 2.21% | 2.22% | 2.19% | 2.16% | 1.96% |
VWINX Vanguard Wellesley Income Fund Investor Shares | 5.77% | 5.71% | 3.17% | 2.48% | 2.65% | 2.90% | 3.30% | 2.85% | 2.94% | 3.11% | 3.16% | 3.05% |
Drawdowns
VSCGX vs. VWINX - Drawdown Comparison
The maximum VSCGX drawdown since its inception was -30.62%, which is greater than VWINX's maximum drawdown of -24.01%. Use the drawdown chart below to compare losses from any high point for VSCGX and VWINX. For additional features, visit the drawdowns tool.
Volatility
VSCGX vs. VWINX - Volatility Comparison
Vanguard LifeStrategy Conservative Growth Fund (VSCGX) and Vanguard Wellesley Income Fund Investor Shares (VWINX) have volatilities of 1.63% and 1.65%, 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.