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VWIAX vs VWINX
VWIAX vs VWINX Comparison
Open Charts VWIAX vs VWINX
Vanguard Wellesley® Income Admiral™
Price$59.75
Change+$0.24 (+0.40%)
VolumeN/A
Net Assets48.9B
Vanguard Wellesley® Income I
Price$24.67
Change+$0.10 (+0.41%)
VolumeN/A
Net Assets48.9B
VWIAX vs VWINX Comparison Chart
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VWIAX vs. VWINX commentary
Apr 24, 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 VWIAX is a Buy and VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWIAX (48.9B) and VWINX (48.9B) have equal amount of cash in the bank . VWIAX (3.73) and VWINX (3.66) have matching dividends . VWIAX was incepted earlier than VWINX: VWIAX (24 years) vs VWINX (55 years). VWINX (0.23) is less costly to investors than VWIAX (0.16). VWIAX (59.00) and VWINX (59.00) have comparable annual turnover. VWINX has a lower initial minimum investment than VWIAX: VWINX (3000) vs VWIAX (50000). VWIAX (2.11) and VWINX (2.08) have marching annual gain over last year. VWIAX return over 5 years is better than : 2.56 vs. VWINX (2.36).
| VWIAX | VWINX | VWIAX / VWINX | |
| Total Expense Ratio | 0.16 | 0.23 | 70% |
| Annual Report Gross Expense Ratio | 0.16 | 0.23 | 70% |
| Fund Existence | 24 years | 55 years | - |
| Gain YTD | -0.152 | -0.172 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.9B | 48.9B | 100% |
| Annual Yield % from dividends | 3.73 | 3.66 | 102% |
| Returns for 1 year | 2.11 | 2.08 | 102% |
| Returns for 3 years | -2.00 | -2.10 | 95% |
| Returns for 5 years | 2.56 | 2.36 | 108% |
| Returns for 10 years | 14.74 | 14.30 | 103% |
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