VWNFX vs. VEIRX
Compare and contrast key facts about Vanguard Windsor II Fund Investor Shares (VWNFX) and Vanguard Equity Income Fund Admiral Shares (VEIRX).
VWNFX is managed by Vanguard. It was launched on Jun 24, 1985. VEIRX is managed by Vanguard. It was launched on Aug 13, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWNFX or VEIRX.
Key characteristics
| VWNFX | VEIRX | |
|---|---|---|
| YTD Return | 18.32% | 18.92% |
| 1Y Return | 31.78% | 25.16% |
| 3Y Return (Ann) | 7.61% | 3.79% |
| 5Y Return (Ann) | 13.59% | 7.54% |
| 10Y Return (Ann) | 11.00% | 6.82% |
| Sharpe Ratio | 2.82 | 2.09 |
| Sortino Ratio | 3.80 | 2.75 |
| Omega Ratio | 1.53 | 1.40 |
| Calmar Ratio | 4.43 | 2.07 |
| Martin Ratio | 19.27 | 10.05 |
| Ulcer Index | 1.60% | 2.40% |
| Daily Std Dev | 10.94% | 11.54% |
| Max Drawdown | -57.57% | -56.75% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between VWNFX and VEIRX is 0.95, 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
VWNFX vs. VEIRX - Performance Comparison
The year-to-date returns for both investments are quite close, with VWNFX having a 18.32% return and VEIRX slightly higher at 18.92%. Over the past 10 years, VWNFX has outperformed VEIRX with an annualized return of 11.00%, while VEIRX has yielded a comparatively lower 6.82% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VWNFX vs. VEIRX - Expense Ratio Comparison
VWNFX has a 0.34% expense ratio, which is higher than VEIRX's 0.19% expense ratio.
Risk-Adjusted Performance
VWNFX vs. VEIRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Windsor II Fund Investor Shares (VWNFX) and Vanguard Equity Income Fund Admiral Shares (VEIRX). 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
VWNFX vs. VEIRX - Dividend Comparison
VWNFX's dividend yield for the trailing twelve months is around 1.53%, less than VEIRX's 2.78% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWNFX Vanguard Windsor II Fund Investor Shares | 1.53% | 1.64% | 1.61% | 1.18% | 1.30% | 2.12% | 2.61% | 2.00% | 9.46% | 2.41% | 2.33% | 2.00% |
VEIRX Vanguard Equity Income Fund Admiral Shares | 2.78% | 3.03% | 3.03% | 2.49% | 2.70% | 2.71% | 3.25% | 2.54% | 2.83% | 3.05% | 2.78% | 2.60% |
Drawdowns
VWNFX vs. VEIRX - Drawdown Comparison
The maximum VWNFX drawdown since its inception was -57.57%, roughly equal to the maximum VEIRX drawdown of -56.75%. Use the drawdown chart below to compare losses from any high point for VWNFX and VEIRX. For additional features, visit the drawdowns tool.
Volatility
VWNFX vs. VEIRX - Volatility Comparison
Vanguard Windsor II Fund Investor Shares (VWNFX) and Vanguard Equity Income Fund Admiral Shares (VEIRX) have volatilities of 3.52% and 3.67%, 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.