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VWIAX vs VWINX
VWIAX vs VWINX Comparison
Open Charts VWIAX vs VWINX
Vanguard Wellesley® Income Admiral™
Price$62.91
Change-$0.12 (-0.19%)
VolumeN/A
CapitalizationN/A
Vanguard Wellesley® Income I
Price$25.97
Change-$0.05 (-0.19%)
VolumeN/A
CapitalizationN/A
VWIAX vs VWINX Comparison Chart
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VWIAX vs. VWINX commentary
Nov 18, 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 Buy and VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWIAX (50.6B) and VWINX (50.6B) 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 (54 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 (10.81) and VWINX (10.78) have marching annual gain over last year. VWIAX return over 5 years is better than : 4.36 vs. VWINX (4.12).
| VWIAX | VWINX | VWIAX / VWINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 54 years | - |
| Gain YTD | 6.050 | 5.996 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.6B | 50.6B | 100% |
| Annual Yield % from dividends | 3.45 | 3.38 | 102% |
| Returns for 1 year | 10.81 | 10.78 | 100% |
| Returns for 3 years | -7.26 | -7.36 | 99% |
| Returns for 5 years | 4.36 | 4.12 | 106% |
| Returns for 10 years | 21.01 | 20.51 | 102% |
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