VWENX vs. VEIPX
Compare and contrast key facts about Vanguard Wellington Fund Admiral Shares (VWENX) and Vanguard Equity Income Fund Investor Shares (VEIPX).
VWENX is managed by Vanguard. It was launched on May 14, 2001. VEIPX is managed by Vanguard. It was launched on Mar 21, 1988.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWENX or VEIPX.
Key characteristics
| VWENX | VEIPX | |
|---|---|---|
| YTD Return | 5.29% | 6.17% |
| 1Y Return | 15.45% | 14.32% |
| 3Y Return (Ann) | 4.17% | 5.23% |
| 5Y Return (Ann) | 9.06% | 10.21% |
| 10Y Return (Ann) | 7.99% | 9.12% |
| Sharpe Ratio | 1.84 | 1.16 |
| Daily Std Dev | 8.29% | 11.61% |
| Max Drawdown | -36.02% | -54.12% |
| Current Drawdown | -1.84% | -2.88% |
Correlation
The correlation between VWENX and VEIPX is 0.93, 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. VEIPX - Performance Comparison
In the year-to-date period, VWENX achieves a 5.29% return, which is significantly lower than VEIPX's 6.17% return. Over the past 10 years, VWENX has underperformed VEIPX with an annualized return of 7.99%, while VEIPX has yielded a comparatively higher 9.12% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VWENX vs. VEIPX - Expense Ratio Comparison
VWENX has a 0.16% expense ratio, which is lower than VEIPX's 0.28% expense ratio.
Risk-Adjusted Performance
VWENX vs. VEIPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellington Fund Admiral Shares (VWENX) and Vanguard Equity Income Fund Investor Shares (VEIPX). 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. VEIPX - Dividend Comparison
VWENX's dividend yield for the trailing twelve months is around 5.85%, more than VEIPX's 2.76% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWENX Vanguard Wellington Fund Admiral Shares | 5.85% | 6.08% | 8.28% | 8.72% | 7.85% | 4.74% | 9.58% | 6.55% | 4.53% | 6.58% | 6.47% | 6.63% |
VEIPX Vanguard Equity Income Fund Investor Shares | 2.76% | 2.93% | 8.69% | 7.62% | 2.77% | 4.36% | 10.86% | 3.66% | 3.78% | 6.39% | 5.94% | 5.19% |
Drawdowns
VWENX vs. VEIPX - Drawdown Comparison
The maximum VWENX drawdown since its inception was -36.02%, smaller than the maximum VEIPX drawdown of -54.12%. Use the drawdown chart below to compare losses from any high point for VWENX and VEIPX. For additional features, visit the drawdowns tool.
Volatility
VWENX vs. VEIPX - Volatility Comparison
The current volatility for Vanguard Wellington Fund Admiral Shares (VWENX) is 2.19%, while Vanguard Equity Income Fund Investor Shares (VEIPX) has a volatility of 2.78%. This indicates that VWENX experiences smaller price fluctuations and is considered to be less risky than VEIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.