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VSMGX vs VWIAX
VSMGX vs VWIAX Comparison
Open Charts VSMGX vs VWIAX
Vanguard LifeStrategy Mod Gr Inv Shrs
Price$33.40
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets22.13B
Vanguard Wellesley® Income Admiral™
Price$62.11
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets48.78B
VSMGX vs VWIAX Comparison Chart in %
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VSMGX vs. VWIAX commentary
Jul 09, 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 VSMGX is a Hold and VWIAX is a Buy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 48.8B vs. VSMGX (22.1B). VWIAX pays higher dividends than VSMGX: VWIAX (3.57) vs VSMGX (2.60). VSMGX was incepted earlier than VWIAX: VSMGX (31 years) vs VWIAX (24 years). VWIAX (0.16) is less costly to investors than VSMGX (0.13). VWIAX is a more actively managed with annual turnover of: 59.00 vs. VSMGX (6.00). VSMGX has a lower initial minimum investment than VWIAX: VSMGX (3000) vs VWIAX (50000). VSMGX (4.91) and VWIAX (4.68) have marching annual gain over last year. VSMGX return over 5 years is better than : 22.96 vs. VWIAX (4.87).
| VSMGX | VWIAX | VSMGX / VWIAX | |
| Total Expense Ratio | 0.13 | 0.16 | 81% |
| Annual Report Gross Expense Ratio | 0.13 | 0.16 | 81% |
| Fund Existence | 31 years | 24 years | - |
| Gain YTD | 7.293 | 4.934 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000 | 6% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.1B | 48.8B | 45% |
| Annual Yield % from dividends | 2.60 | 3.57 | 73% |
| Returns for 1 year | 4.91 | 4.68 | 105% |
| Returns for 3 years | 23.01 | 6.99 | 329% |
| Returns for 5 years | 22.96 | 4.87 | 471% |
| Returns for 10 years | 53.93 | 24.24 | 222% |
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