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VWIAX vs VWINX
VWIAX vs VWINX Comparison
Open Charts VWIAX vs VWINX
Vanguard Wellesley® Income Admiral™
Price$59.78
Change-$3.22 (-5.11%)
VolumeN/A
CapitalizationN/A
Vanguard Wellesley® Income I
Price$24.68
Change-$1.33 (-5.11%)
VolumeN/A
CapitalizationN/A
VWIAX vs VWINX Comparison Chart
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VWIAX vs. VWINX commentary
Dec 19, 2024
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 VWIAX is a Hold and VWINX is a Hold.
FUNDAMENTALS
Fundamentals
VWIAX (51.3B) and VWINX (51.3B) have equal amount of cash in the bank . VWIAX (3.45) and VWINX (3.38) have matching dividends . VWIAX was incepted earlier than VWINX: VWIAX (24 years) vs VWINX (55 years). VWIAX (53.00) and VWINX (53.00) have comparable annual turnover. VWINX has a lower initial minimum investment than VWIAX: VWINX (3000) vs VWIAX (50000). VWIAX (7.16) and VWINX (7.10) have marching annual gain over last year. VWIAX (4.62) and VWINX (4.40) have equivalent 5 years return.
| VWIAX | VWINX | VWIAX / VWINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 55 years | - |
| Gain YTD | 6.202 | 6.159 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.3B | 51.3B | 100% |
| Annual Yield % from dividends | 3.45 | 3.38 | 102% |
| Returns for 1 year | 7.16 | 7.10 | 101% |
| Returns for 3 years | -7.39 | -7.50 | 99% |
| Returns for 5 years | 4.62 | 4.40 | 105% |
| Returns for 10 years | 22.46 | 21.96 | 102% |
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