VWENX vs. VWELX
Compare and contrast key facts about Vanguard Wellington Fund Admiral Shares (VWENX) and Vanguard Wellington Fund Investor Shares (VWELX).
VWENX is managed by Vanguard. It was launched on May 14, 2001. VWELX is managed by Vanguard. It was launched on Jul 1, 1929.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWENX or VWELX.
Performance
VWENX vs. VWELX - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with VWENX having a 14.50% return and VWELX slightly lower at 14.43%. Over the past 10 years, VWENX has underperformed VWELX with an annualized return of 4.24%, while VWELX has yielded a comparatively higher 8.43% annualized return.
VWENX
14.50%
-0.09%
6.90%
20.38%
4.37%
4.24%
VWELX
14.43%
-0.09%
6.87%
20.28%
8.58%
8.43%
Key characteristics
| VWENX | VWELX | |
|---|---|---|
| Sharpe Ratio | 2.51 | 2.50 |
| Sortino Ratio | 3.47 | 3.46 |
| Omega Ratio | 1.47 | 1.47 |
| Calmar Ratio | 1.18 | 2.93 |
| Martin Ratio | 17.30 | 17.19 |
| Ulcer Index | 1.21% | 1.21% |
| Daily Std Dev | 8.36% | 8.34% |
| Max Drawdown | -38.68% | -36.12% |
| Current Drawdown | -1.71% | -1.71% |
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VWENX vs. VWELX - Expense Ratio Comparison
VWENX has a 0.16% expense ratio, which is lower than VWELX's 0.24% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Correlation
The correlation between VWENX and VWELX 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.
Risk-Adjusted Performance
VWENX vs. VWELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellington Fund Admiral Shares (VWENX) and Vanguard Wellington Fund Investor Shares (VWELX). 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. VWELX - Dividend Comparison
VWENX's dividend yield for the trailing twelve months is around 5.52%, more than VWELX's 5.45% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWENX Vanguard Wellington Fund Admiral Shares | 5.52% | 6.08% | 2.34% | 1.79% | 2.15% | 2.61% | 3.10% | 2.53% | 2.64% | 2.81% | 2.63% | 2.58% |
VWELX Vanguard Wellington Fund Investor Shares | 5.45% | 6.01% | 2.25% | 1.71% | 2.07% | 2.53% | 3.00% | 2.45% | 2.56% | 3.25% | 2.55% | 2.50% |
Drawdowns
VWENX vs. VWELX - Drawdown Comparison
The maximum VWENX drawdown since its inception was -38.68%, which is greater than VWELX's maximum drawdown of -36.12%. Use the drawdown chart below to compare losses from any high point for VWENX and VWELX. For additional features, visit the drawdowns tool.
Volatility
VWENX vs. VWELX - Volatility Comparison
Vanguard Wellington Fund Admiral Shares (VWENX) and Vanguard Wellington Fund Investor Shares (VWELX) have volatilities of 2.81% and 2.80%, 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.