VWENX vs. SWOBX
Compare and contrast key facts about Vanguard Wellington Fund Admiral Shares (VWENX) and Schwab Balanced Fund™ (SWOBX).
VWENX is managed by Vanguard. It was launched on May 14, 2001. SWOBX is managed by Charles Schwab. It was launched on Nov 17, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWENX or SWOBX.
Correlation
The correlation between VWENX and SWOBX is 0.89, 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
VWENX vs. SWOBX - Performance Comparison
Key characteristics
VWENX:
0.53
SWOBX:
0.21
VWENX:
0.82
SWOBX:
0.38
VWENX:
1.12
SWOBX:
1.05
VWENX:
0.56
SWOBX:
0.16
VWENX:
2.43
SWOBX:
0.68
VWENX:
2.75%
SWOBX:
3.88%
VWENX:
12.59%
SWOBX:
12.41%
VWENX:
-36.02%
SWOBX:
-41.47%
VWENX:
-8.48%
SWOBX:
-13.47%
Returns By Period
The year-to-date returns for both stocks are quite close, with VWENX having a -5.24% return and SWOBX slightly lower at -5.32%. Over the past 10 years, VWENX has outperformed SWOBX with an annualized return of 7.56%, while SWOBX has yielded a comparatively lower 2.29% annualized return.
VWENX
-5.24%
-4.19%
-4.97%
6.31%
9.11%
7.56%
SWOBX
-5.32%
-4.12%
-7.98%
2.70%
3.72%
2.29%
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VWENX vs. SWOBX - Expense Ratio Comparison
VWENX has a 0.16% expense ratio, which is higher than SWOBX's 0.00% 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
VWENX vs. SWOBX — Risk-Adjusted Performance Rank
VWENX
SWOBX
VWENX vs. SWOBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellington Fund Admiral Shares (VWENX) and Schwab Balanced Fund™ (SWOBX). 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
VWENX vs. SWOBX - Dividend Comparison
VWENX's dividend yield for the trailing twelve months is around 11.56%, more than SWOBX's 5.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWENX Vanguard Wellington Fund Admiral Shares | 11.56% | 10.85% | 6.08% | 8.28% | 8.72% | 7.85% | 4.74% | 9.58% | 6.55% | 4.53% | 6.58% | 6.47% |
SWOBX Schwab Balanced Fund™ | 5.22% | 4.94% | 5.69% | 10.21% | 6.47% | 2.97% | 5.21% | 7.11% | 3.20% | 7.83% | 7.66% | 5.05% |
Drawdowns
VWENX vs. SWOBX - Drawdown Comparison
The maximum VWENX drawdown since its inception was -36.02%, smaller than the maximum SWOBX drawdown of -41.47%. Use the drawdown chart below to compare losses from any high point for VWENX and SWOBX. For additional features, visit the drawdowns tool.
Volatility
VWENX vs. SWOBX - Volatility Comparison
Vanguard Wellington Fund Admiral Shares (VWENX) has a higher volatility of 8.72% compared to Schwab Balanced Fund™ (SWOBX) at 7.99%. This indicates that VWENX's price experiences larger fluctuations and is considered to be riskier than SWOBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.