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VDIGX vs VWELX
VDIGX vs VWELX Comparison
Open Charts VDIGX vs VWELX
Vanguard Dividend Growth I
Price$35.33
Change-$0.16 (-0.45%)
VolumeN/A
Net Assets46.33B
Vanguard Wellington™ I
Price$43.04
Change-$0.10 (-0.23%)
VolumeN/A
Net Assets106.94B
VDIGX vs VWELX Comparison Chart
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VDIGX vs. VWELX commentary
May 25, 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: 107B vs. VDIGX (46.3B). VWELX pays higher dividends than VDIGX: VWELX (2.17) vs VDIGX (1.74). VDIGX was incepted earlier than VWELX: VDIGX (33 years) vs VWELX (96 years). VDIGX (0.29) is less costly to investors than VWELX (0.25). 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 : -0.10 vs. VDIGX (-7.59). VDIGX return over 5 years is better than : 28.96 vs. VWELX (11.90).
| VDIGX | VWELX | VDIGX / VWELX | |
| Total Expense Ratio | 0.29 | 0.25 | 116% |
| Annual Report Gross Expense Ratio | 0.29 | 0.25 | 116% |
| Fund Existence | 33 years | 96 years | - |
| Gain YTD | -2.430 | 0.834 | -291% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.3B | 107B | 43% |
| Annual Yield % from dividends | 1.74 | 2.17 | 80% |
| Returns for 1 year | -7.59 | -0.10 | 7,314% |
| Returns for 3 years | 1.54 | 6.77 | 23% |
| Returns for 5 years | 28.96 | 11.90 | 243% |
| Returns for 10 years | 54.39 | 19.66 | 277% |
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