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VWELX vs VWIAX
VWELX vs VWIAX Comparison
Open Charts VWELX vs VWIAX
Vanguard Wellington™ I
Price$45.54
Change-$0.37 (-0.81%)
VolumeN/A
Net Assets114.7B
Vanguard Wellesley® Income Admiral™
Price$62.28
Change+$0.07 (+0.11%)
VolumeN/A
Net Assets48.78B
VWELX vs VWIAX Comparison Chart in %
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VWELX vs. VWIAX commentary
Aug 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 VWELX is a Buy and VWIAX is a Hold.
FUNDAMENTALS
Fundamentals
VWELX has more cash in the bank: 115B vs. VWIAX (48.8B). VWIAX pays higher dividends than VWELX: VWIAX (3.58) vs VWELX (1.99). VWELX was incepted earlier than VWIAX: VWELX (96 years) vs VWIAX (24 years). VWELX (0.25) is less costly to investors than VWIAX (0.16). VWELX (61.00) and VWIAX (59.00) have comparable annual turnover. VWELX has a lower initial minimum investment than VWIAX: VWELX (3000) vs VWIAX (50000). VWELX annual gain was more profitable for investors over the last year : 4.44 vs. VWIAX (2.63). VWELX return over 5 years is better than : 11.58 vs. VWIAX (2.23).
| VWELX | VWIAX | VWELX / VWIAX | |
| Total Expense Ratio | 0.25 | 0.16 | 156% |
| Annual Report Gross Expense Ratio | 0.25 | 0.16 | 156% |
| Fund Existence | 96 years | 24 years | - |
| Gain YTD | 7.948 | 5.036 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000 | 6% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 48.8B | 236% |
| Annual Yield % from dividends | 1.99 | 3.58 | 56% |
| Returns for 1 year | 4.44 | 2.63 | 169% |
| Returns for 3 years | 12.74 | 4.44 | 287% |
| Returns for 5 years | 11.58 | 2.23 | 520% |
| Returns for 10 years | 28.97 | 23.37 | 124% |
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