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VWELX vs VWINX
VWELX vs VWINX Comparison
Open Charts VWELX vs VWINX
Vanguard Wellington™ I
Price$45.40
Change+$0.06 (+0.13%)
VolumeN/A
Net Assets114.7B
Vanguard Wellesley® Income I
Price$25.49
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets48.78B
VWELX vs VWINX Comparison Chart in %
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VWELX vs. VWINX commentary
Jul 16, 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 VWINX is a Hold.
FUNDAMENTALS
Fundamentals
VWELX has more cash in the bank: 115B vs. VWINX (48.8B). VWINX pays higher dividends than VWELX: VWINX (3.51) vs VWELX (2.02). VWELX was incepted earlier than VWINX: VWELX (96 years) vs VWINX (55 years). VWELX (0.25) is less costly to investors than VWINX (0.23). VWELX (61.00) and VWINX (59.00) have comparable annual turnover. VWELX (3000) and VWINX (3000) have matching initial minimum investment requirements. VWINX annual gain was more profitable for investors over the last year : 3.15 vs. VWELX (1.46). VWELX return over 5 years is better than : 11.62 vs. VWINX (2.58).
| VWELX | VWINX | VWELX / VWINX | |
| Total Expense Ratio | 0.25 | 0.23 | 109% |
| Annual Report Gross Expense Ratio | 0.25 | 0.23 | 109% |
| Fund Existence | 96 years | 55 years | - |
| Gain YTD | 6.608 | 4.859 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 48.8B | 236% |
| Annual Yield % from dividends | 2.02 | 3.51 | 58% |
| Returns for 1 year | 1.46 | 3.15 | 46% |
| Returns for 3 years | 15.38 | 6.46 | 238% |
| Returns for 5 years | 11.62 | 2.58 | 451% |
| Returns for 10 years | 26.57 | 22.69 | 117% |
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