Interact to see
Advertisement
Advertisement
VWELX vs VWIAX
VWELX vs VWIAX Comparison
Open Charts VWELX vs VWIAX
Vanguard Wellington™ I
Price$45.02
Change+$0.17 (+0.38%)
VolumeN/A
Net Assets110.88B
Vanguard Wellesley® Income Admiral™
Price$61.91
Change-$0.03 (-0.05%)
VolumeN/A
Net Assets48.1B
VWELX vs VWIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VWELX vs. VWIAX commentary
Jun 29, 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 Buy.
FUNDAMENTALS
Fundamentals
VWELX has more cash in the bank: 111B vs. VWIAX (48.1B). VWIAX pays higher dividends than VWELX: VWIAX (3.72) vs VWELX (2.09). 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). VWIAX annual gain was more profitable for investors over the last year : 4.74 vs. VWELX (2.57). VWELX return over 5 years is better than : 16.51 vs. VWIAX (5.58).
| 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 | 5.855 | 4.529 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000 | 6% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 48.1B | 231% |
| Annual Yield % from dividends | 2.09 | 3.72 | 56% |
| Returns for 1 year | 2.57 | 4.74 | 54% |
| Returns for 3 years | 15.82 | 7.05 | 224% |
| Returns for 5 years | 16.51 | 5.58 | 296% |
| Returns for 10 years | 28.33 | 24.03 | 118% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement