VWINX vs. VIGAX
Compare and contrast key facts about Vanguard Wellesley Income Fund Investor Shares (VWINX) and Vanguard Growth Index Fund Admiral Shares (VIGAX).
VWINX is managed by Vanguard. It was launched on Jul 1, 1970. VIGAX is managed by Vanguard. It was launched on Nov 13, 2000.
Performance
VWINX vs. VIGAX - Performance Comparison
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VWINX vs. VIGAX - 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% |
VIGAX Vanguard Growth Index Fund Admiral Shares | -10.40% | 19.43% | 32.67% | 46.76% | -33.14% | 27.26% | 40.18% | 37.23% | -3.35% | 27.80% |
Returns By Period
In the year-to-date period, VWINX achieves a 0.26% return, which is significantly higher than VIGAX's -10.40% return. Over the past 10 years, VWINX has underperformed VIGAX with an annualized return of 5.67%, while VIGAX has yielded a comparatively higher 16.02% 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%
VIGAX
- 1D
- 3.99%
- 1M
- -5.48%
- YTD
- -10.40%
- 6M
- -9.20%
- 1Y
- 17.18%
- 3Y*
- 21.13%
- 5Y*
- 11.42%
- 10Y*
- 16.02%
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VWINX vs. VIGAX - Expense Ratio Comparison
VWINX has a 0.23% expense ratio, which is higher than VIGAX's 0.05% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
VWINX vs. VIGAX — Risk / Return Rank
VWINX
VIGAX
VWINX vs. VIGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellesley Income Fund Investor Shares (VWINX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). 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 | VIGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 0.80 | +0.43 |
Sortino ratioReturn per unit of downside risk | 1.73 | 1.30 | +0.43 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.18 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 1.11 | +0.62 |
Martin ratioReturn relative to average drawdown | 6.81 | 3.96 | +2.85 |
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 | VIGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 0.80 | +0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.51 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.75 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.08 | 0.44 | +0.64 |
Correlation
The correlation between VWINX and VIGAX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
VWINX vs. VIGAX - Dividend Comparison
VWINX's dividend yield for the trailing twelve months is around 7.93%, more than VIGAX's 0.44% 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% |
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.44% | 0.40% | 0.46% | 0.57% | 0.69% | 0.47% | 0.66% | 0.94% | 1.31% | 1.14% | 1.39% | 1.31% |
Drawdowns
VWINX vs. VIGAX - Drawdown Comparison
The maximum VWINX drawdown since its inception was -21.72%, smaller than the maximum VIGAX drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for VWINX and VIGAX.
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Drawdown Indicators
| VWINX | VIGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.72% | -50.66% | +28.94% |
Max Drawdown (1Y)Largest decline over 1 year | -5.01% | -16.51% | +11.50% |
Max Drawdown (5Y)Largest decline over 5 years | -15.30% | -35.63% | +20.33% |
Max Drawdown (10Y)Largest decline over 10 years | -17.43% | -35.63% | +18.20% |
Current DrawdownCurrent decline from peak | -3.13% | -13.18% | +10.05% |
Average DrawdownAverage peak-to-trough decline | -2.64% | -12.02% | +9.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.27% | 4.64% | -3.37% |
Volatility
VWINX vs. VIGAX - Volatility Comparison
The current volatility for Vanguard Wellesley Income Fund Investor Shares (VWINX) is 2.25%, while Vanguard Growth Index Fund Admiral Shares (VIGAX) has a volatility of 7.01%. This indicates that VWINX experiences smaller price fluctuations and is considered to be less risky than VIGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VWINX | VIGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.25% | 7.01% | -4.76% |
Volatility (6M)Calculated over the trailing 6-month period | 3.74% | 12.73% | -8.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.70% | 22.99% | -16.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.96% | 22.36% | -15.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.90% | 21.53% | -14.63% |