VWNFX vs. VTSAX
Compare and contrast key facts about Vanguard Windsor II Fund Investor Shares (VWNFX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
VWNFX is managed by Vanguard. It was launched on Jun 24, 1985. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWNFX or VTSAX.
Correlation
The correlation between VWNFX and VTSAX 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. VTSAX - Performance Comparison
Key characteristics
VWNFX:
0.32
VTSAX:
1.90
VWNFX:
0.46
VTSAX:
2.54
VWNFX:
1.09
VTSAX:
1.35
VWNFX:
0.39
VTSAX:
2.87
VWNFX:
2.75
VTSAX:
12.36
VWNFX:
1.82%
VTSAX:
1.99%
VWNFX:
15.56%
VTSAX:
12.93%
VWNFX:
-57.57%
VTSAX:
-55.34%
VWNFX:
-12.93%
VTSAX:
-4.05%
Returns By Period
In the year-to-date period, VWNFX achieves a 3.70% return, which is significantly lower than VTSAX's 23.58% return. Over the past 10 years, VWNFX has underperformed VTSAX with an annualized return of 9.38%, while VTSAX has yielded a comparatively higher 12.46% annualized return.
VWNFX
3.70%
-11.05%
-5.43%
4.33%
10.01%
9.38%
VTSAX
23.58%
-0.42%
8.49%
23.68%
13.88%
12.46%
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VWNFX vs. VTSAX - Expense Ratio Comparison
VWNFX has a 0.34% expense ratio, which is higher than VTSAX's 0.04% expense ratio.
Risk-Adjusted Performance
VWNFX vs. VTSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Windsor II Fund Investor Shares (VWNFX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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. VTSAX - Dividend Comparison
VWNFX's dividend yield for the trailing twelve months is around 0.88%, less than VTSAX's 1.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWNFX Vanguard Windsor II Fund Investor Shares | 0.88% | 1.64% | 1.61% | 1.18% | 1.30% | 2.12% | 2.61% | 2.00% | 9.46% | 2.41% | 2.33% | 2.00% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 0.93% | 1.43% | 1.65% | 1.20% | 1.41% | 1.77% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
VWNFX vs. VTSAX - Drawdown Comparison
The maximum VWNFX drawdown since its inception was -57.57%, roughly equal to the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for VWNFX and VTSAX. For additional features, visit the drawdowns tool.
Volatility
VWNFX vs. VTSAX - Volatility Comparison
Vanguard Windsor II Fund Investor Shares (VWNFX) has a higher volatility of 12.10% compared to Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) at 3.93%. This indicates that VWNFX's price experiences larger fluctuations and is considered to be riskier than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.