VWINX vs. VDIGX
Compare and contrast key facts about Vanguard Wellesley Income Fund Investor Shares (VWINX) and Vanguard Dividend Growth Fund (VDIGX).
VWINX is managed by Vanguard. It was launched on Jul 1, 1970. 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: VWINX or VDIGX.
Key characteristics
| VWINX | VDIGX | |
|---|---|---|
| YTD Return | 7.46% | 12.90% |
| 1Y Return | 17.15% | 21.54% |
| 3Y Return (Ann) | -0.54% | 6.36% |
| 5Y Return (Ann) | 2.63% | 11.06% |
| 10Y Return (Ann) | 3.33% | 11.07% |
| Sharpe Ratio | 2.56 | 2.48 |
| Sortino Ratio | 3.95 | 3.40 |
| Omega Ratio | 1.53 | 1.45 |
| Calmar Ratio | 1.03 | 4.51 |
| Martin Ratio | 16.67 | 13.61 |
| Ulcer Index | 1.03% | 1.59% |
| Daily Std Dev | 6.70% | 8.74% |
| Max Drawdown | -24.01% | -45.23% |
| Current Drawdown | -2.27% | -2.30% |
Correlation
The correlation between VWINX and VDIGX 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.
Performance
VWINX vs. VDIGX - Performance Comparison
In the year-to-date period, VWINX achieves a 7.46% return, which is significantly lower than VDIGX's 12.90% return. Over the past 10 years, VWINX has underperformed VDIGX with an annualized return of 3.33%, while VDIGX has yielded a comparatively higher 11.07% 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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VWINX vs. VDIGX - Expense Ratio Comparison
VWINX has a 0.23% 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
VWINX vs. VDIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellesley Income Fund Investor Shares (VWINX) 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
VWINX vs. VDIGX - Dividend Comparison
VWINX's dividend yield for the trailing twelve months is around 5.77%, more than VDIGX's 1.63% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWINX Vanguard Wellesley Income Fund Investor Shares | 5.77% | 5.71% | 3.17% | 2.48% | 2.65% | 2.90% | 3.30% | 2.85% | 2.94% | 3.11% | 3.16% | 3.05% |
VDIGX Vanguard Dividend Growth Fund | 1.63% | 1.69% | 1.67% | 1.46% | 1.62% | 1.72% | 2.15% | 1.92% | 1.92% | 1.93% | 1.91% | 1.80% |
Drawdowns
VWINX vs. VDIGX - Drawdown Comparison
The maximum VWINX drawdown since its inception was -24.01%, smaller than the maximum VDIGX drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for VWINX and VDIGX. For additional features, visit the drawdowns tool.
Volatility
VWINX vs. VDIGX - Volatility Comparison
The current volatility for Vanguard Wellesley Income Fund Investor Shares (VWINX) is 1.65%, while Vanguard Dividend Growth Fund (VDIGX) has a volatility of 2.44%. This indicates that VWINX 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.