VWINX vs. AAAAX
Compare and contrast key facts about Vanguard Wellesley Income Fund Investor Shares (VWINX) and DWS RREEF Real Assets Fund - Class A (AAAAX).
VWINX is managed by Vanguard. It was launched on Jul 1, 1970. AAAAX is managed by DWS. It was launched on Jul 30, 2007.
Performance
VWINX vs. AAAAX - Performance Comparison
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VWINX vs. AAAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VWINX Vanguard Wellesley Income Fund Investor Shares | 0.26% | 10.98% | 5.86% | 6.99% | -9.09% | 8.48% | 8.44% | 16.39% | -2.54% | 9.29% |
AAAAX DWS RREEF Real Assets Fund - Class A | 9.77% | 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, VWINX achieves a 0.26% return, which is significantly lower than AAAAX's 9.77% return. Over the past 10 years, VWINX has underperformed AAAAX with an annualized return of 5.67%, while AAAAX has yielded a comparatively higher 7.40% annualized return.
VWINX
- 1D
- 0.72%
- 1M
- -2.79%
- YTD
- 0.26%
- 6M
- 1.91%
- 1Y
- 8.13%
- 3Y*
- 7.55%
- 5Y*
- 4.12%
- 10Y*
- 5.67%
AAAAX
- 1D
- 1.09%
- 1M
- -3.53%
- YTD
- 9.77%
- 6M
- 11.84%
- 1Y
- 17.50%
- 3Y*
- 10.19%
- 5Y*
- 6.78%
- 10Y*
- 7.40%
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VWINX vs. AAAAX - Expense Ratio Comparison
VWINX has a 0.23% expense ratio, which is lower than AAAAX's 1.22% expense ratio.
Return for Risk
VWINX vs. AAAAX — Risk / Return Rank
VWINX
AAAAX
VWINX vs. AAAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellesley Income Fund Investor Shares (VWINX) 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.
| VWINX | AAAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 1.57 | -0.34 |
Sortino ratioReturn per unit of downside risk | 1.73 | 2.11 | -0.38 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.32 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 1.91 | -0.18 |
Martin ratioReturn relative to average drawdown | 6.81 | 10.22 | -3.40 |
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
| VWINX | AAAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 1.57 | -0.34 |
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 | 0.59 | +0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.08 | 0.38 | +0.69 |
Correlation
The correlation between VWINX 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
VWINX vs. AAAAX - Dividend Comparison
VWINX's dividend yield for the trailing twelve months is around 7.93%, more than AAAAX's 3.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWINX Vanguard Wellesley Income Fund Investor Shares | 7.93% | 7.86% | 6.61% | 4.73% | 7.67% | 6.03% | 4.30% | 3.94% | 7.56% | 3.20% | 4.00% | 5.60% |
AAAAX DWS RREEF Real Assets Fund - Class A | 3.23% | 3.54% | 2.45% | 2.08% | 4.17% | 2.31% | 1.33% | 1.81% | 1.61% | 1.52% | 1.47% | 2.15% |
Drawdowns
VWINX vs. AAAAX - Drawdown Comparison
The maximum VWINX drawdown since its inception was -21.72%, smaller than the maximum AAAAX drawdown of -40.47%. Use the drawdown chart below to compare losses from any high point for VWINX and AAAAX.
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Drawdown Indicators
| VWINX | AAAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.72% | -40.47% | +18.75% |
Max Drawdown (1Y)Largest decline over 1 year | -5.01% | -9.55% | +4.54% |
Max Drawdown (5Y)Largest decline over 5 years | -15.30% | -22.62% | +7.32% |
Max Drawdown (10Y)Largest decline over 10 years | -17.43% | -29.41% | +11.98% |
Current DrawdownCurrent decline from peak | -3.13% | -3.53% | +0.40% |
Average DrawdownAverage peak-to-trough decline | -2.64% | -6.89% | +4.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.27% | 1.79% | -0.52% |
Volatility
VWINX vs. AAAAX - Volatility Comparison
The current volatility for Vanguard Wellesley Income Fund Investor Shares (VWINX) is 2.25%, while DWS RREEF Real Assets Fund - Class A (AAAAX) has a volatility of 3.27%. This indicates that VWINX 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
| VWINX | AAAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.25% | 3.27% | -1.02% |
Volatility (6M)Calculated over the trailing 6-month period | 3.74% | 7.26% | -3.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.70% | 11.62% | -4.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.96% | 12.19% | -5.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.90% | 12.66% | -5.76% |