WBALX vs. VWIAX
Compare and contrast key facts about Weitz Balanced Fund (WBALX) and Vanguard Wellesley Income Fund Admiral Shares (VWIAX).
WBALX is managed by Weitz. It was launched on Sep 30, 2003. VWIAX is managed by Vanguard. It was launched on May 14, 2001.
Performance
WBALX vs. VWIAX - Performance Comparison
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WBALX vs. VWIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WBALX Weitz Balanced Fund | -3.00% | 3.77% | 6.85% | 9.27% | -9.95% | 13.11% | 8.13% | 17.94% | -1.79% | 11.16% |
VWIAX Vanguard Wellesley Income Fund Admiral Shares | 0.28% | 11.08% | 5.92% | 7.07% | -9.04% | 8.55% | 8.52% | 16.47% | -2.49% | 9.37% |
Returns By Period
In the year-to-date period, WBALX achieves a -3.00% return, which is significantly lower than VWIAX's 0.28% return. Over the past 10 years, WBALX has underperformed VWIAX with an annualized return of 5.46%, while VWIAX has yielded a comparatively higher 5.75% annualized return.
WBALX
- 1D
- 0.94%
- 1M
- -3.12%
- YTD
- -3.00%
- 6M
- -2.05%
- 1Y
- 0.95%
- 3Y*
- 4.69%
- 5Y*
- 2.81%
- 10Y*
- 5.46%
VWIAX
- 1D
- 0.72%
- 1M
- -2.79%
- YTD
- 0.28%
- 6M
- 1.95%
- 1Y
- 8.21%
- 3Y*
- 7.63%
- 5Y*
- 4.20%
- 10Y*
- 5.75%
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WBALX vs. VWIAX - Expense Ratio Comparison
WBALX has a 0.85% expense ratio, which is higher than VWIAX's 0.16% expense ratio.
Return for Risk
WBALX vs. VWIAX — Risk / Return Rank
WBALX
VWIAX
WBALX vs. VWIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Weitz Balanced Fund (WBALX) 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.
| WBALX | VWIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.13 | 1.24 | -1.11 |
Sortino ratioReturn per unit of downside risk | 0.25 | 1.75 | -1.50 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.25 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 0.09 | 1.75 | -1.67 |
Martin ratioReturn relative to average drawdown | 0.32 | 6.90 | -6.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WBALX | VWIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.13 | 1.24 | -1.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.61 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.84 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.92 | -0.37 |
Correlation
The correlation between WBALX and VWIAX is 0.73, 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
WBALX vs. VWIAX - Dividend Comparison
WBALX's dividend yield for the trailing twelve months is around 5.10%, less than VWIAX's 8.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WBALX Weitz Balanced Fund | 5.10% | 4.95% | 4.98% | 1.11% | 1.95% | 2.57% | 1.08% | 1.88% | 9.78% | 2.72% | 3.26% | 5.51% |
VWIAX Vanguard Wellesley Income Fund Admiral Shares | 8.01% | 7.93% | 6.69% | 4.80% | 7.75% | 6.11% | 4.37% | 4.00% | 7.64% | 3.25% | 4.07% | 5.66% |
Drawdowns
WBALX vs. VWIAX - Drawdown Comparison
The maximum WBALX drawdown since its inception was -43.04%, which is greater than VWIAX's maximum drawdown of -21.64%. Use the drawdown chart below to compare losses from any high point for WBALX and VWIAX.
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Drawdown Indicators
| WBALX | VWIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.04% | -21.64% | -21.40% |
Max Drawdown (1Y)Largest decline over 1 year | -6.02% | -5.00% | -1.02% |
Max Drawdown (5Y)Largest decline over 5 years | -14.81% | -15.26% | +0.45% |
Max Drawdown (10Y)Largest decline over 10 years | -15.93% | -17.41% | +1.48% |
Current DrawdownCurrent decline from peak | -4.66% | -3.11% | -1.55% |
Average DrawdownAverage peak-to-trough decline | -4.12% | -2.23% | -1.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.66% | 1.27% | +0.39% |
Volatility
WBALX vs. VWIAX - Volatility Comparison
Weitz Balanced Fund (WBALX) and Vanguard Wellesley Income Fund Admiral Shares (VWIAX) have volatilities of 2.37% and 2.26%, 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.
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Volatility by Period
| WBALX | VWIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.37% | 2.26% | +0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 4.49% | 3.75% | +0.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.46% | 6.71% | +0.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.34% | 6.96% | +0.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.69% | 6.90% | +0.79% |