VWELX vs. VBIAX
Compare and contrast key facts about Vanguard Wellington Fund Investor Shares (VWELX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX).
VWELX is managed by Vanguard. It was launched on Jul 1, 1929. VBIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWELX or VBIAX.
Performance
VWELX vs. VBIAX - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with VWELX having a 14.43% return and VBIAX slightly lower at 14.07%. Over the past 10 years, VWELX has outperformed VBIAX with an annualized return of 8.43%, while VBIAX has yielded a comparatively lower 7.54% annualized return.
VWELX
14.43%
-0.09%
6.87%
20.28%
8.58%
8.43%
VBIAX
14.07%
-0.24%
8.01%
18.80%
7.36%
7.54%
Key characteristics
| VWELX | VBIAX | |
|---|---|---|
| Sharpe Ratio | 2.50 | 2.20 |
| Sortino Ratio | 3.46 | 2.98 |
| Omega Ratio | 1.47 | 1.42 |
| Calmar Ratio | 2.93 | 1.77 |
| Martin Ratio | 17.19 | 13.30 |
| Ulcer Index | 1.21% | 1.43% |
| Daily Std Dev | 8.34% | 8.64% |
| Max Drawdown | -36.12% | -35.90% |
| Current Drawdown | -1.71% | -1.75% |
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VWELX vs. VBIAX - Expense Ratio Comparison
VWELX has a 0.24% expense ratio, which is higher than VBIAX's 0.07% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Correlation
The correlation between VWELX and VBIAX is 0.95, 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.
Risk-Adjusted Performance
VWELX vs. VBIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellington Fund Investor Shares (VWELX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX). 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
VWELX vs. VBIAX - Dividend Comparison
VWELX's dividend yield for the trailing twelve months is around 5.45%, more than VBIAX's 2.04% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWELX Vanguard Wellington Fund Investor Shares | 5.45% | 6.01% | 2.25% | 1.71% | 2.07% | 2.53% | 3.00% | 2.45% | 2.56% | 3.25% | 2.55% | 2.50% |
VBIAX Vanguard Balanced Index Fund Admiral Shares | 2.04% | 2.04% | 1.93% | 1.39% | 1.66% | 2.12% | 2.32% | 1.95% | 2.09% | 2.09% | 1.92% | 1.85% |
Drawdowns
VWELX vs. VBIAX - Drawdown Comparison
The maximum VWELX drawdown since its inception was -36.12%, roughly equal to the maximum VBIAX drawdown of -35.90%. Use the drawdown chart below to compare losses from any high point for VWELX and VBIAX. For additional features, visit the drawdowns tool.
Volatility
VWELX vs. VBIAX - Volatility Comparison
Vanguard Wellington Fund Investor Shares (VWELX) has a higher volatility of 2.80% compared to Vanguard Balanced Index Fund Admiral Shares (VBIAX) at 2.62%. This indicates that VWELX's price experiences larger fluctuations and is considered to be riskier than VBIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.