VWINX vs. VSCGX
Compare and contrast key facts about Vanguard Wellesley Income Fund Investor Shares (VWINX) and Vanguard LifeStrategy Conservative Growth Fund (VSCGX).
VWINX is managed by Vanguard. It was launched on Jul 1, 1970. VSCGX is managed by Vanguard. It was launched on Sep 30, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWINX or VSCGX.
Correlation
The correlation between VWINX and VSCGX is 0.71, 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. VSCGX - Performance Comparison
Key characteristics
VWINX:
1.07
VSCGX:
0.47
VWINX:
1.50
VSCGX:
0.66
VWINX:
1.21
VSCGX:
1.10
VWINX:
1.36
VSCGX:
0.38
VWINX:
5.09
VSCGX:
1.21
VWINX:
1.45%
VSCGX:
3.26%
VWINX:
6.92%
VSCGX:
8.31%
VWINX:
-21.72%
VSCGX:
-30.68%
VWINX:
-3.02%
VSCGX:
-6.88%
Returns By Period
In the year-to-date period, VWINX achieves a 0.50% return, which is significantly higher than VSCGX's -0.15% return. Over the past 10 years, VWINX has outperformed VSCGX with an annualized return of 4.99%, while VSCGX has yielded a comparatively lower 3.09% annualized return.
VWINX
0.50%
-2.34%
-0.92%
6.61%
4.57%
4.99%
VSCGX
-0.15%
-1.73%
-4.23%
2.91%
2.70%
3.09%
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VWINX vs. VSCGX - Expense Ratio Comparison
VWINX has a 0.23% expense ratio, which is higher than VSCGX's 0.12% 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%.
Risk-Adjusted Performance
VWINX vs. VSCGX — Risk-Adjusted Performance Rank
VWINX
VSCGX
VWINX vs. VSCGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellesley Income Fund Investor Shares (VWINX) and Vanguard LifeStrategy Conservative Growth Fund (VSCGX). 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. VSCGX - Dividend Comparison
VWINX's dividend yield for the trailing twelve months is around 6.72%, more than VSCGX's 3.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWINX Vanguard Wellesley Income Fund Investor Shares | 6.72% | 6.61% | 4.73% | 7.67% | 6.03% | 4.30% | 3.94% | 7.56% | 4.00% | 4.00% | 5.60% | 4.92% |
VSCGX Vanguard LifeStrategy Conservative Growth Fund | 3.37% | 3.24% | 2.93% | 2.05% | 1.98% | 1.73% | 2.58% | 2.70% | 2.21% | 2.22% | 2.19% | 2.16% |
Drawdowns
VWINX vs. VSCGX - Drawdown Comparison
The maximum VWINX drawdown since its inception was -21.72%, smaller than the maximum VSCGX drawdown of -30.68%. Use the drawdown chart below to compare losses from any high point for VWINX and VSCGX. For additional features, visit the drawdowns tool.
Volatility
VWINX vs. VSCGX - Volatility Comparison
Vanguard Wellesley Income Fund Investor Shares (VWINX) and Vanguard LifeStrategy Conservative Growth Fund (VSCGX) have volatilities of 4.39% and 4.58%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.