VWELX vs. AAAAX
Compare and contrast key facts about Vanguard Wellington Fund Investor Shares (VWELX) and DWS RREEF Real Assets Fund - Class A (AAAAX).
VWELX is managed by Vanguard. It was launched on Jul 1, 1929. AAAAX is managed by DWS. It was launched on Jul 30, 2007.
Performance
VWELX vs. AAAAX - Performance Comparison
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VWELX vs. AAAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
AAAAX DWS RREEF Real Assets Fund - Class A | 9.77% | 12.82% | 5.24% | 2.30% | -9.91% | 23.45% | 3.71% | 21.42% | -5.36% | 14.67% |
Returns By Period
In the year-to-date period, VWELX achieves a -3.35% return, which is significantly lower than AAAAX's 9.77% return. Over the past 10 years, VWELX has outperformed AAAAX with an annualized return of 9.32%, while AAAAX has yielded a comparatively lower 7.40% annualized return.
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%
AAAAX
- 1D
- 1.09%
- 1M
- -3.53%
- YTD
- 9.77%
- 6M
- 11.84%
- 1Y
- 17.50%
- 3Y*
- 10.19%
- 5Y*
- 6.78%
- 10Y*
- 7.40%
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VWELX vs. AAAAX - Expense Ratio Comparison
VWELX has a 0.24% expense ratio, which is lower than AAAAX's 1.22% expense ratio.
Return for Risk
VWELX vs. AAAAX — Risk / Return Rank
VWELX
AAAAX
VWELX vs. AAAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellington Fund Investor Shares (VWELX) and DWS RREEF Real Assets Fund - Class A (AAAAX). 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.
| VWELX | AAAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 1.57 | -0.34 |
Sortino ratioReturn per unit of downside risk | 1.81 | 2.11 | -0.30 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.32 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.88 | 1.91 | -0.04 |
Martin ratioReturn relative to average drawdown | 8.47 | 10.22 | -1.75 |
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
| VWELX | AAAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 1.57 | -0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.56 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.59 | +0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.38 | +0.44 |
Correlation
The correlation between VWELX and AAAAX is 0.75, 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
VWELX vs. AAAAX - Dividend Comparison
VWELX's dividend yield for the trailing twelve months is around 11.92%, more than AAAAX's 3.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
AAAAX DWS RREEF Real Assets Fund - Class A | 3.23% | 3.54% | 2.45% | 2.08% | 4.17% | 2.31% | 1.33% | 1.81% | 1.61% | 1.52% | 1.47% | 2.15% |
Drawdowns
VWELX vs. AAAAX - Drawdown Comparison
The maximum VWELX drawdown since its inception was -36.12%, smaller than the maximum AAAAX drawdown of -40.47%. Use the drawdown chart below to compare losses from any high point for VWELX and AAAAX.
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Drawdown Indicators
| VWELX | AAAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.12% | -40.47% | +4.35% |
Max Drawdown (1Y)Largest decline over 1 year | -8.03% | -9.55% | +1.52% |
Max Drawdown (5Y)Largest decline over 5 years | -20.88% | -22.62% | +1.74% |
Max Drawdown (10Y)Largest decline over 10 years | -25.33% | -29.41% | +4.08% |
Current DrawdownCurrent decline from peak | -4.90% | -3.53% | -1.37% |
Average DrawdownAverage peak-to-trough decline | -3.93% | -6.89% | +2.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.78% | 1.79% | -0.01% |
Volatility
VWELX vs. AAAAX - Volatility Comparison
Vanguard Wellington Fund Investor Shares (VWELX) has a higher volatility of 4.07% compared to DWS RREEF Real Assets Fund - Class A (AAAAX) at 3.27%. This indicates that VWELX's price experiences larger fluctuations and is considered to be riskier than AAAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VWELX | AAAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.07% | 3.27% | +0.80% |
Volatility (6M)Calculated over the trailing 6-month period | 6.66% | 7.26% | -0.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.88% | 11.62% | +0.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.12% | 12.19% | -1.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.50% | 12.66% | -1.16% |