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VDIGX vs VWELX
VDIGX vs VWELX Comparison
Open Charts VDIGX vs VWELX
Vanguard Dividend Growth I
Price$36.10
Change-$0.12 (-0.33%)
VolumeN/A
Net Assets47.61B
Vanguard Wellington™ I
Price$45.45
Change+$0.06 (+0.13%)
VolumeN/A
Net Assets114.7B
VDIGX vs VWELX Comparison Chart in %
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VDIGX vs. VWELX commentary
Jul 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is VDIGX is a Hold and VWELX is a Hold.
FUNDAMENTALS
Fundamentals
VWELX has more cash in the bank: 115B vs. VDIGX (47.6B). VWELX pays higher dividends than VDIGX: VWELX (2.02) vs VDIGX (1.58). VDIGX was incepted earlier than VWELX: VDIGX (33 years) vs VWELX (96 years). VWELX (0.25) is less costly to investors than VDIGX (0.22). VWELX is a more actively managed with annual turnover of: 61.00 vs. VDIGX (16.00). VDIGX (3000) and VWELX (3000) have matching initial minimum investment requirements. VWELX annual gain was more profitable for investors over the last year : 1.70 vs. VDIGX (-7.73). VDIGX return over 5 years is better than : 23.75 vs. VWELX (11.56).
| VDIGX | VWELX | VDIGX / VWELX | |
| Total Expense Ratio | 0.22 | 0.25 | 88% |
| Annual Report Gross Expense Ratio | 0.22 | 0.25 | 88% |
| Fund Existence | 33 years | 96 years | - |
| Gain YTD | 0.028 | 6.725 | 0% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.6B | 115B | 41% |
| Annual Yield % from dividends | 1.58 | 2.02 | 78% |
| Returns for 1 year | -7.73 | 1.70 | -454% |
| Returns for 3 years | 8.69 | 16.28 | 53% |
| Returns for 5 years | 23.75 | 11.56 | 205% |
| Returns for 10 years | 57.46 | 26.77 | 215% |
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