VWENX vs. SWOBX

In the year-to-date period, VWENX achieves a 1.62% return, which is significantly higher than SWOBX's 1.14% return. Over the past 10 years, VWENX has outperformed SWOBX with an annualized return of 8.31%, while SWOBX has yielded a comparatively lower 3.02% annualized return.

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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%.

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.

The current VWENX Sharpe Ratio is 0.78, which is higher than the SWOBX Sharpe Ratio of 0.46. The chart below compares the historical Sharpe Ratios of VWENX and SWOBX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VWENX's dividend yield for the trailing twelve months is around 10.78%, more than SWOBX's 2.29% yield.

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.

Vanguard Wellington Fund Admiral Shares (VWENX) has a higher volatility of 3.91% compared to Schwab Balanced Fund™ (SWOBX) at 3.40%. 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.