VWNFX vs. VEIPX
Compare and contrast key facts about Vanguard Windsor II Fund Investor Shares (VWNFX) and Vanguard Equity Income Fund Investor Shares (VEIPX).
VWNFX is managed by Vanguard. It was launched on Jun 24, 1985. VEIPX is managed by Vanguard. It was launched on Mar 21, 1988.
Performance
VWNFX vs. VEIPX - Performance Comparison
Loading graphics...
VWNFX vs. VEIPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VWNFX Vanguard Windsor II Fund Investor Shares | -3.28% | 18.51% | 13.91% | 21.01% | -13.26% | 28.84% | 14.41% | 29.02% | -8.62% | 15.61% |
VEIPX Vanguard Equity Income Fund Investor Shares | -0.15% | 17.14% | 14.80% | 7.66% | -0.16% | 25.41% | 2.97% | 25.21% | -5.75% | 17.60% |
Returns By Period
In the year-to-date period, VWNFX achieves a -3.28% return, which is significantly lower than VEIPX's -0.15% return. Over the past 10 years, VWNFX has outperformed VEIPX with an annualized return of 12.01%, while VEIPX has yielded a comparatively lower 11.06% annualized return.
VWNFX
- 1D
- -0.04%
- 1M
- -7.50%
- YTD
- -3.28%
- 6M
- 0.97%
- 1Y
- 15.44%
- 3Y*
- 14.73%
- 5Y*
- 9.68%
- 10Y*
- 12.01%
VEIPX
- 1D
- 0.05%
- 1M
- -6.02%
- YTD
- -0.15%
- 6M
- 3.42%
- 1Y
- 13.87%
- 3Y*
- 13.89%
- 5Y*
- 10.46%
- 10Y*
- 11.06%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VWNFX vs. VEIPX - Expense Ratio Comparison
VWNFX has a 0.34% expense ratio, which is higher than VEIPX's 0.28% expense ratio.
Return for Risk
VWNFX vs. VEIPX — Risk / Return Rank
VWNFX
VEIPX
VWNFX vs. VEIPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Windsor II Fund Investor Shares (VWNFX) and Vanguard Equity Income Fund Investor Shares (VEIPX). 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.
| VWNFX | VEIPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 1.00 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.45 | 1.45 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.22 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.18 | 1.26 | -0.09 |
Martin ratioReturn relative to average drawdown | 5.44 | 5.61 | -0.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VWNFX | VEIPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 1.00 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.76 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.68 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.64 | -0.02 |
Correlation
The correlation between VWNFX and VEIPX is 0.94, 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.
Dividends
VWNFX vs. VEIPX - Dividend Comparison
VWNFX's dividend yield for the trailing twelve months is around 11.84%, more than VEIPX's 11.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWNFX Vanguard Windsor II Fund Investor Shares | 11.84% | 11.46% | 10.50% | 5.11% | 7.26% | 7.83% | 7.31% | 10.06% | 11.38% | 7.34% | 8.08% | 7.96% |
VEIPX Vanguard Equity Income Fund Investor Shares | 11.02% | 10.94% | 9.74% | 7.87% | 8.69% | 7.62% | 2.77% | 4.36% | 10.87% | 2.98% | 3.78% | 6.39% |
Drawdowns
VWNFX vs. VEIPX - Drawdown Comparison
The maximum VWNFX drawdown since its inception was -57.57%, which is greater than VEIPX's maximum drawdown of -54.12%. Use the drawdown chart below to compare losses from any high point for VWNFX and VEIPX.
Loading graphics...
Drawdown Indicators
| VWNFX | VEIPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.57% | -54.12% | -3.45% |
Max Drawdown (1Y)Largest decline over 1 year | -11.92% | -10.97% | -0.95% |
Max Drawdown (5Y)Largest decline over 5 years | -22.72% | -15.16% | -7.56% |
Max Drawdown (10Y)Largest decline over 10 years | -37.44% | -35.26% | -2.18% |
Current DrawdownCurrent decline from peak | -7.86% | -6.85% | -1.01% |
Average DrawdownAverage peak-to-trough decline | -7.50% | -5.52% | -1.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.58% | 2.47% | +0.11% |
Volatility
VWNFX vs. VEIPX - Volatility Comparison
Vanguard Windsor II Fund Investor Shares (VWNFX) has a higher volatility of 3.76% compared to Vanguard Equity Income Fund Investor Shares (VEIPX) at 3.14%. This indicates that VWNFX's price experiences larger fluctuations and is considered to be riskier than VEIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VWNFX | VEIPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.76% | 3.14% | +0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 8.60% | 7.69% | +0.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.64% | 15.00% | +1.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.02% | 13.91% | +3.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.62% | 16.29% | +2.33% |