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VDIGX vs VWELX
VDIGX vs VWELX Comparison
Open Charts VDIGX vs VWELX
Vanguard Dividend Growth I
Price$36.61
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets46.35B
Vanguard Wellington™ I
Price$46.49
Change-$0.08 (-0.17%)
VolumeN/A
Net Assets115.8B
VDIGX vs VWELX Comparison Chart in %
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VDIGX vs. VWELX commentary
Aug 18, 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 Buy and VWELX is a Buy.
FUNDAMENTALS
Fundamentals
VWELX has more cash in the bank: 116B vs. VDIGX (46.4B). VWELX pays higher dividends than VDIGX: VWELX (1.99) vs VDIGX (1.60). 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 : 3.92 vs. VDIGX (-7.41). VDIGX return over 5 years is better than : 20.00 vs. VWELX (11.27).
| 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 | 1.105 | 9.312 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.4B | 116B | 40% |
| Annual Yield % from dividends | 1.60 | 1.99 | 80% |
| Returns for 1 year | -7.41 | 3.92 | -189% |
| Returns for 3 years | -0.40 | 10.02 | -4% |
| Returns for 5 years | 20.00 | 11.27 | 177% |
| Returns for 10 years | 58.95 | 30.63 | 192% |