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VWIAX vs VWINX
VWIAX vs VWINX Comparison
Open Charts VWIAX vs VWINX
Vanguard Wellesley® Income Admiral™
Price$60.73
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets48.96B
Vanguard Wellesley® Income I
Price$25.07
Change+$0.05 (+0.20%)
VolumeN/A
Net Assets48.96B
VWIAX vs VWINX Comparison Chart
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VWIAX vs. VWINX commentary
Jan 19, 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 StrongBuy and VWINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VWIAX (49B) and VWINX (49B) 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 (4.72) and VWINX (4.67) have marching annual gain over last year. VWIAX return over 5 years is better than : -0.08 vs. VWINX (-0.28).
| 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 | 1.234 | 1.211 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49B | 49B | 100% |
| Annual Yield % from dividends | 3.45 | 3.38 | 102% |
| Returns for 1 year | 4.72 | 4.67 | 101% |
| Returns for 3 years | -6.18 | -6.32 | 98% |
| Returns for 5 years | -0.08 | -0.28 | 28% |
| Returns for 10 years | 17.91 | 17.41 | 103% |
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