VWELX vs. VWENX
Compare and contrast key facts about Vanguard Wellington Fund Investor Shares (VWELX) and Vanguard Wellington Fund Admiral Shares (VWENX).
VWELX is managed by Vanguard. It was launched on Jul 1, 1929. VWENX is managed by Vanguard. It was launched on May 14, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWELX or VWENX.
Correlation
The correlation between VWELX and VWENX is 1.00, 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. VWENX - Performance Comparison
Key characteristics
VWELX:
0.70
VWENX:
2.01
VWELX:
0.87
VWENX:
2.73
VWELX:
1.17
VWENX:
1.37
VWELX:
0.49
VWENX:
3.59
VWELX:
3.31
VWENX:
13.01
VWELX:
2.58%
VWENX:
1.36%
VWELX:
12.15%
VWENX:
8.85%
VWELX:
-38.77%
VWENX:
-36.02%
VWELX:
-10.72%
VWENX:
-1.19%
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with VWELX at 1.47% and VWENX at 1.47%. Over the past 10 years, VWELX has underperformed VWENX with an annualized return of 3.52%, while VWENX has yielded a comparatively higher 8.62% annualized return.
VWELX
1.47%
-6.28%
-1.69%
8.01%
1.78%
3.52%
VWENX
1.47%
1.62%
6.62%
17.20%
8.13%
8.62%
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VWELX vs. VWENX - Expense Ratio Comparison
VWELX has a 0.24% expense ratio, which is higher than VWENX's 0.16% 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. VWENX — Risk-Adjusted Performance Rank
VWELX
VWENX
VWELX vs. VWENX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellington Fund Investor Shares (VWELX) and Vanguard Wellington Fund Admiral Shares (VWENX). 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. VWENX - Dividend Comparison
VWELX's dividend yield for the trailing twelve months is around 2.23%, less than VWENX's 10.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWELX Vanguard Wellington Fund Investor Shares | 2.23% | 2.27% | 2.26% | 2.25% | 1.71% | 2.07% | 2.53% | 3.00% | 2.45% | 2.56% | 3.25% | 2.55% |
VWENX Vanguard Wellington Fund Admiral Shares | 10.69% | 10.85% | 6.08% | 8.28% | 8.72% | 7.85% | 4.74% | 9.58% | 6.55% | 4.53% | 6.58% | 6.47% |
Drawdowns
VWELX vs. VWENX - Drawdown Comparison
The maximum VWELX drawdown since its inception was -38.77%, which is greater than VWENX's maximum drawdown of -36.02%. Use the drawdown chart below to compare losses from any high point for VWELX and VWENX. For additional features, visit the drawdowns tool.
Volatility
VWELX vs. VWENX - Volatility Comparison
Vanguard Wellington Fund Investor Shares (VWELX) has a higher volatility of 9.37% compared to Vanguard Wellington Fund Admiral Shares (VWENX) at 3.66%. This indicates that VWELX's price experiences larger fluctuations and is considered to be riskier than VWENX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.