VWLUX vs. VWIAX
Compare and contrast key facts about Vanguard Long-Term Tax-Exempt Fund Admiral Shares (VWLUX) and Vanguard Wellesley Income Fund Admiral Shares (VWIAX).
VWLUX is managed by Vanguard. It was launched on Feb 12, 2001. VWIAX is managed by Vanguard. It was launched on May 14, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWLUX or VWIAX.
Correlation
The correlation between VWLUX and VWIAX is -0.12. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
VWLUX vs. VWIAX - Performance Comparison
Key characteristics
VWLUX:
0.10
VWIAX:
0.63
VWLUX:
0.17
VWIAX:
0.83
VWLUX:
1.03
VWIAX:
1.14
VWLUX:
0.09
VWIAX:
0.54
VWLUX:
0.35
VWIAX:
1.88
VWLUX:
1.74%
VWIAX:
2.68%
VWLUX:
5.96%
VWIAX:
7.99%
VWLUX:
-16.38%
VWIAX:
-23.93%
VWLUX:
-4.92%
VWIAX:
-4.83%
Returns By Period
In the year-to-date period, VWLUX achieves a -2.64% return, which is significantly lower than VWIAX's 1.43% return. Over the past 10 years, VWLUX has underperformed VWIAX with an annualized return of 2.18%, while VWIAX has yielded a comparatively higher 2.96% annualized return.
VWLUX
-2.64%
-2.12%
-1.86%
0.70%
1.01%
2.18%
VWIAX
1.43%
-1.34%
-2.96%
4.79%
2.47%
2.96%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VWLUX vs. VWIAX - Expense Ratio Comparison
VWLUX has a 0.09% expense ratio, which is lower than VWIAX's 0.16% 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
VWLUX vs. VWIAX — Risk-Adjusted Performance Rank
VWLUX
VWIAX
VWLUX vs. VWIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Long-Term Tax-Exempt Fund Admiral Shares (VWLUX) and Vanguard Wellesley Income Fund Admiral Shares (VWIAX). 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
VWLUX vs. VWIAX - Dividend Comparison
VWLUX's dividend yield for the trailing twelve months is around 3.66%, less than VWIAX's 3.89% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWLUX Vanguard Long-Term Tax-Exempt Fund Admiral Shares | 3.66% | 3.48% | 3.17% | 2.99% | 2.63% | 2.85% | 3.23% | 3.54% | 3.55% | 3.75% | 3.73% | 3.88% |
VWIAX Vanguard Wellesley Income Fund Admiral Shares | 3.89% | 3.83% | 5.80% | 3.25% | 2.55% | 2.72% | 2.97% | 3.38% | 2.92% | 3.02% | 3.18% | 3.23% |
Drawdowns
VWLUX vs. VWIAX - Drawdown Comparison
The maximum VWLUX drawdown since its inception was -16.38%, smaller than the maximum VWIAX drawdown of -23.93%. Use the drawdown chart below to compare losses from any high point for VWLUX and VWIAX. For additional features, visit the drawdowns tool.
Volatility
VWLUX vs. VWIAX - Volatility Comparison
Vanguard Long-Term Tax-Exempt Fund Admiral Shares (VWLUX) and Vanguard Wellesley Income Fund Admiral Shares (VWIAX) have volatilities of 4.63% and 4.51%, 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.