VWINX vs. VWELX
Compare and contrast key facts about Vanguard Wellesley Income Fund Investor Shares (VWINX) and Vanguard Wellington Fund Investor Shares (VWELX).
VWINX is managed by Vanguard. It was launched on Jul 1, 1970. VWELX is managed by Vanguard. It was launched on Jul 1, 1929.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWINX or VWELX.
Performance
VWINX vs. VWELX - Performance Comparison
Returns By Period
In the year-to-date period, VWINX achieves a 7.50% return, which is significantly lower than VWELX's 15.34% return. Over the past 10 years, VWINX has underperformed VWELX with an annualized return of 3.28%, while VWELX has yielded a comparatively higher 8.45% annualized return.
VWINX
7.50%
-0.11%
5.75%
14.48%
2.58%
3.28%
VWELX
15.34%
0.79%
8.73%
20.04%
8.79%
8.45%
Key characteristics
| VWINX | VWELX | |
|---|---|---|
| Sharpe Ratio | 2.24 | 2.47 |
| Sortino Ratio | 3.41 | 3.41 |
| Omega Ratio | 1.46 | 1.46 |
| Calmar Ratio | 1.00 | 3.29 |
| Martin Ratio | 13.89 | 16.78 |
| Ulcer Index | 1.06% | 1.22% |
| Daily Std Dev | 6.54% | 8.32% |
| Max Drawdown | -24.01% | -36.12% |
| Current Drawdown | -2.23% | -0.93% |
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VWINX vs. VWELX - Expense Ratio Comparison
VWINX has a 0.23% expense ratio, which is lower than VWELX's 0.24% 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%.
Correlation
The correlation between VWINX and VWELX is 0.83, 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.
Risk-Adjusted Performance
VWINX vs. VWELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellesley Income Fund Investor Shares (VWINX) and Vanguard Wellington Fund Investor Shares (VWELX). 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. VWELX - Dividend Comparison
VWINX's dividend yield for the trailing twelve months is around 5.77%, more than VWELX's 5.40% 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% |
VWELX Vanguard Wellington Fund Investor Shares | 5.40% | 6.01% | 2.25% | 1.71% | 2.07% | 2.53% | 3.00% | 2.45% | 2.56% | 3.25% | 2.55% | 2.50% |
Drawdowns
VWINX vs. VWELX - Drawdown Comparison
The maximum VWINX drawdown since its inception was -24.01%, smaller than the maximum VWELX drawdown of -36.12%. Use the drawdown chart below to compare losses from any high point for VWINX and VWELX. For additional features, visit the drawdowns tool.
Volatility
VWINX vs. VWELX - Volatility Comparison
The current volatility for Vanguard Wellesley Income Fund Investor Shares (VWINX) is 1.48%, while Vanguard Wellington Fund Investor Shares (VWELX) has a volatility of 2.66%. This indicates that VWINX experiences smaller price fluctuations and is considered to be less risky than VWELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.