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.
Correlation
The correlation between VWELX and VBIAX is 0.94, 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
VWELX vs. VBIAX - Performance Comparison
Key characteristics
VWELX:
0.05
VBIAX:
0.58
VWELX:
0.16
VBIAX:
0.89
VWELX:
1.03
VBIAX:
1.12
VWELX:
0.04
VBIAX:
0.53
VWELX:
0.12
VBIAX:
2.21
VWELX:
6.19%
VBIAX:
3.21%
VWELX:
15.19%
VBIAX:
12.26%
VWELX:
-38.77%
VBIAX:
-35.90%
VWELX:
-12.50%
VBIAX:
-8.01%
Returns By Period
In the year-to-date period, VWELX achieves a -2.56% return, which is significantly higher than VBIAX's -4.95% return. Over the past 10 years, VWELX has underperformed VBIAX with an annualized return of 3.20%, while VBIAX has yielded a comparatively higher 7.32% annualized return.
VWELX
-2.56%
-2.51%
-9.36%
0.08%
3.85%
3.20%
VBIAX
-4.95%
-4.77%
-4.31%
6.32%
8.48%
7.32%
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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%.
Risk-Adjusted Performance
VWELX vs. VBIAX — Risk-Adjusted Performance Rank
VWELX
VBIAX
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 2.38%, less than VBIAX's 4.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWELX Vanguard Wellington Fund Investor Shares | 2.38% | 2.27% | 6.01% | 2.25% | 1.71% | 2.07% | 2.53% | 3.00% | 2.45% | 2.56% | 3.25% | 2.55% |
VBIAX Vanguard Balanced Index Fund Admiral Shares | 4.58% | 5.27% | 4.35% | 2.83% | 3.19% | 2.65% | 2.28% | 2.32% | 1.95% | 2.09% | 2.09% | 1.92% |
Drawdowns
VWELX vs. VBIAX - Drawdown Comparison
The maximum VWELX drawdown since its inception was -38.77%, which is greater than VBIAX's maximum 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) and Vanguard Balanced Index Fund Admiral Shares (VBIAX) have volatilities of 8.95% and 8.77%, 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.