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VWENX vs VWIAX
VWENX vs VWIAX Comparison
Open Charts VWENX vs VWIAX
Vanguard Wellington™ Admiral™
Price$73.04
Change+$0.02 (+0.03%)
VolumeN/A
Net Assets106.94B
Vanguard Wellesley® Income Admiral™
Price$60.50
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets48.05B
VWENX vs VWIAX Comparison Chart
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VWENX vs. VWIAX commentary
May 12, 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 VWENX is a Buy and VWIAX is a Buy.
FUNDAMENTALS
Fundamentals
VWENX has more cash in the bank: 107B vs. VWIAX (48B). VWIAX pays higher dividends than VWENX: VWIAX (3.76) vs VWENX (2.25). VWENX was incepted earlier than VWIAX: VWENX (24 years) vs VWIAX (24 years). VWENX (0.17) is less costly to investors than VWIAX (0.16). VWENX (61.00) and VWIAX (59.00) have comparable annual turnover. VWENX (50000) and VWIAX (50000) have matching initial minimum investment requirements. VWIAX annual gain was more profitable for investors over the last year : 1.89 vs. VWENX (-1.39). VWENX return over 5 years is better than : 10.99 vs. VWIAX (4.76).
| VWENX | VWIAX | VWENX / VWIAX | |
| Total Expense Ratio | 0.17 | 0.16 | 106% |
| Annual Report Gross Expense Ratio | 0.17 | 0.16 | 106% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -0.881 | 1.509 | -58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 50000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 48B | 223% |
| Annual Yield % from dividends | 2.25 | 3.76 | 60% |
| Returns for 1 year | -1.39 | 1.89 | -74% |
| Returns for 3 years | 5.68 | 1.49 | 381% |
| Returns for 5 years | 10.99 | 4.76 | 231% |
| Returns for 10 years | 18.20 | 18.30 | 99% |