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VGWAX vs VWENX
VGWAX vs VWENX Comparison
Open Charts VGWAX vs VWENX
Vanguard Global Wellington Admiral
Price$32.22
Change-$0.06 (-0.19%)
VolumeN/A
Net Assets2.44B
Vanguard Wellington™ Admiral™
Price$72.63
Change+$0.23 (+0.32%)
VolumeN/A
Net Assets107.97B
VGWAX vs VWENX Comparison Chart
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VGWAX vs. VWENX commentary
May 02, 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 VGWAX is a Buy and VWENX is a Buy.
FUNDAMENTALS
Fundamentals
VWENX has more cash in the bank: 108B vs. VGWAX (2.44B). VGWAX pays higher dividends than VWENX: VGWAX (3.14) vs VWENX (2.25). VGWAX was incepted earlier than VWENX: VGWAX (8 years) vs VWENX (24 years). VGWAX (0.35) is less costly to investors than VWENX (0.17). VGWAX is a more actively managed with annual turnover of: 74.00 vs. VWENX (61.00). VGWAX (50000) and VWENX (50000) have matching initial minimum investment requirements. VGWAX annual gain was more profitable for investors over the last year : 1.50 vs. VWENX (0.70). VGWAX return over 5 years is better than : 33.12 vs. VWENX (11.58).
| VGWAX | VWENX | VGWAX / VWENX | |
| Total Expense Ratio | 0.35 | 0.17 | 206% |
| Annual Report Gross Expense Ratio | 0.35 | 0.17 | 206% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 2.871 | -1.777 | -162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 50000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.44B | 108B | 2% |
| Annual Yield % from dividends | 3.14 | 2.25 | 140% |
| Returns for 1 year | 1.50 | 0.70 | 216% |
| Returns for 3 years | 8.96 | 2.50 | 359% |
| Returns for 5 years | 33.12 | 11.58 | 286% |
| Returns for 10 years | N/A | 16.56 | - |
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