VWINX vs. VWENX

In the year-to-date period, VWINX achieves a 2.78% return, which is significantly higher than VWENX's 2.58% return. Over the past 10 years, VWINX has underperformed VWENX with an annualized return of 5.30%, while VWENX has yielded a comparatively higher 8.45% annualized return.

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VWINX has a 0.23% expense ratio, which is higher than VWENX's 0.16% 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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellesley Income Fund Investor Shares (VWINX) and Vanguard Wellington Fund Admiral Shares (VWENX). 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.

The current VWINX Sharpe Ratio is 0.98, which is comparable to the VWENX Sharpe Ratio of 0.83. The chart below compares the historical Sharpe Ratios of VWINX and VWENX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VWINX's dividend yield for the trailing twelve months is around 6.57%, less than VWENX's 10.68% yield.

The maximum VWINX drawdown since its inception was -21.72%, smaller than the maximum VWENX drawdown of -36.02%. Use the drawdown chart below to compare losses from any high point for VWINX and VWENX.

The current volatility for Vanguard Wellesley Income Fund Investor Shares (VWINX) is 1.97%, while Vanguard Wellington Fund Admiral Shares (VWENX) has a volatility of 2.88%. This indicates that VWINX experiences smaller price fluctuations and is considered to be less risky than VWENX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.