VWIAX vs. VDIGX
Compare and contrast key facts about Vanguard Wellesley Income Fund Admiral Shares (VWIAX) and Vanguard Dividend Growth Fund (VDIGX).
VWIAX is managed by Vanguard. It was launched on May 14, 2001. VDIGX is managed by Vanguard. It was launched on May 15, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWIAX or VDIGX.
Key characteristics
| VWIAX | VDIGX | |
|---|---|---|
| YTD Return | 8.52% | 13.72% |
| 1Y Return | 14.34% | 20.87% |
| 3Y Return (Ann) | 2.55% | 8.42% |
| 5Y Return (Ann) | 5.10% | 11.34% |
| 10Y Return (Ann) | 5.70% | 11.38% |
| Sharpe Ratio | 1.92 | 2.28 |
| Daily Std Dev | 7.50% | 9.19% |
| Max Drawdown | -21.64% | -45.23% |
| Current Drawdown | -0.02% | -0.46% |
Correlation
The correlation between VWIAX and VDIGX is 0.76, 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
VWIAX vs. VDIGX - Performance Comparison
In the year-to-date period, VWIAX achieves a 8.52% return, which is significantly lower than VDIGX's 13.72% return. Over the past 10 years, VWIAX has underperformed VDIGX with an annualized return of 5.70%, while VDIGX has yielded a comparatively higher 11.38% 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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VWIAX vs. VDIGX - Expense Ratio Comparison
VWIAX has a 0.16% expense ratio, which is lower than VDIGX's 0.27% 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%.
Risk-Adjusted Performance
VWIAX vs. VDIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellesley Income Fund Admiral Shares (VWIAX) and Vanguard Dividend Growth Fund (VDIGX). 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
VWIAX vs. VDIGX - Dividend Comparison
VWIAX's dividend yield for the trailing twelve months is around 3.93%, more than VDIGX's 3.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWIAX Vanguard Wellesley Income Fund Admiral Shares | 3.93% | 4.80% | 7.75% | 6.11% | 4.37% | 4.00% | 7.64% | 4.06% | 4.07% | 5.66% | 4.99% | 5.87% |
VDIGX Vanguard Dividend Growth Fund | 3.07% | 2.29% | 6.06% | 5.45% | 2.83% | 4.70% | 8.84% | 5.16% | 2.86% | 5.69% | 3.41% | 2.28% |
Drawdowns
VWIAX vs. VDIGX - Drawdown Comparison
The maximum VWIAX drawdown since its inception was -21.64%, smaller than the maximum VDIGX drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for VWIAX and VDIGX. For additional features, visit the drawdowns tool.
Volatility
VWIAX vs. VDIGX - Volatility Comparison
The current volatility for Vanguard Wellesley Income Fund Admiral Shares (VWIAX) is 1.23%, while Vanguard Dividend Growth Fund (VDIGX) has a volatility of 2.08%. This indicates that VWIAX experiences smaller price fluctuations and is considered to be less risky than VDIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.