VWIAX vs. AAAAX
Compare and contrast key facts about Vanguard Wellesley Income Fund Admiral Shares (VWIAX) and DWS RREEF Real Assets Fund - Class A (AAAAX).
VWIAX is managed by Vanguard. It was launched on May 14, 2001. AAAAX is managed by DWS. It was launched on Jul 30, 2007.
Performance
VWIAX vs. AAAAX - Performance Comparison
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VWIAX vs. AAAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VWIAX Vanguard Wellesley Income Fund Admiral Shares | -0.44% | 11.08% | 5.92% | 7.07% | -9.04% | 8.55% | 8.52% | 16.47% | -2.49% | 9.37% |
AAAAX DWS RREEF Real Assets Fund - Class A | 8.59% | 12.82% | 5.24% | 2.30% | -9.91% | 23.45% | 3.71% | 21.42% | -5.36% | 14.67% |
Returns By Period
In the year-to-date period, VWIAX achieves a -0.44% return, which is significantly lower than AAAAX's 8.59% return. Over the past 10 years, VWIAX has underperformed AAAAX with an annualized return of 5.67%, while AAAAX has yielded a comparatively higher 7.28% annualized return.
VWIAX
- 1D
- 0.36%
- 1M
- -3.81%
- YTD
- -0.44%
- 6M
- 1.50%
- 1Y
- 7.50%
- 3Y*
- 7.37%
- 5Y*
- 4.16%
- 10Y*
- 5.67%
AAAAX
- 1D
- 0.36%
- 1M
- -4.37%
- YTD
- 8.59%
- 6M
- 10.72%
- 1Y
- 16.80%
- 3Y*
- 9.80%
- 5Y*
- 6.74%
- 10Y*
- 7.28%
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VWIAX vs. AAAAX - Expense Ratio Comparison
VWIAX has a 0.16% expense ratio, which is lower than AAAAX's 1.22% expense ratio.
Return for Risk
VWIAX vs. AAAAX — Risk / Return Rank
VWIAX
AAAAX
VWIAX vs. AAAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellesley Income Fund Admiral Shares (VWIAX) and DWS RREEF Real Assets Fund - Class A (AAAAX). 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.
| VWIAX | AAAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 1.49 | -0.29 |
Sortino ratioReturn per unit of downside risk | 1.69 | 2.00 | -0.31 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.30 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.60 | 1.80 | -0.20 |
Martin ratioReturn relative to average drawdown | 6.38 | 9.69 | -3.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VWIAX | AAAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 1.49 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.56 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.58 | +0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.92 | 0.38 | +0.54 |
Correlation
The correlation between VWIAX and AAAAX is 0.74, 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.
Dividends
VWIAX vs. AAAAX - Dividend Comparison
VWIAX's dividend yield for the trailing twelve months is around 8.07%, more than AAAAX's 3.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWIAX Vanguard Wellesley Income Fund Admiral Shares | 8.07% | 7.93% | 6.69% | 4.80% | 7.75% | 6.11% | 4.37% | 4.00% | 7.64% | 3.25% | 4.07% | 5.66% |
AAAAX DWS RREEF Real Assets Fund - Class A | 3.26% | 3.54% | 2.45% | 2.08% | 4.17% | 2.31% | 1.33% | 1.81% | 1.61% | 1.52% | 1.47% | 2.15% |
Drawdowns
VWIAX vs. AAAAX - Drawdown Comparison
The maximum VWIAX drawdown since its inception was -21.64%, smaller than the maximum AAAAX drawdown of -40.47%. Use the drawdown chart below to compare losses from any high point for VWIAX and AAAAX.
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Drawdown Indicators
| VWIAX | AAAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.64% | -40.47% | +18.83% |
Max Drawdown (1Y)Largest decline over 1 year | -5.00% | -9.55% | +4.55% |
Max Drawdown (5Y)Largest decline over 5 years | -15.26% | -22.62% | +7.36% |
Max Drawdown (10Y)Largest decline over 10 years | -17.41% | -29.41% | +12.00% |
Current DrawdownCurrent decline from peak | -3.81% | -4.57% | +0.76% |
Average DrawdownAverage peak-to-trough decline | -2.23% | -6.89% | +4.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.26% | 1.77% | -0.51% |
Volatility
VWIAX vs. AAAAX - Volatility Comparison
The current volatility for Vanguard Wellesley Income Fund Admiral Shares (VWIAX) is 2.08%, while DWS RREEF Real Assets Fund - Class A (AAAAX) has a volatility of 3.03%. This indicates that VWIAX experiences smaller price fluctuations and is considered to be less risky than AAAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VWIAX | AAAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.08% | 3.03% | -0.95% |
Volatility (6M)Calculated over the trailing 6-month period | 3.69% | 7.22% | -3.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.69% | 11.60% | -4.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.95% | 12.18% | -5.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.90% | 12.66% | -5.76% |