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VWIAX vs VWINX
VWIAX vs VWINX Comparison
Open Charts VWIAX vs VWINX
Vanguard Wellesley® Income Admiral™
Price$61.35
Change+$0.16 (+0.26%)
VolumeN/A
Net Assets49.71B
Vanguard Wellesley® Income I
Price$25.33
Change+$0.07 (+0.28%)
VolumeN/A
Net Assets49.71B
VWIAX vs VWINX Comparison Chart
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VWIAX vs. VWINX commentary
Apr 03, 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 (49.7B) and VWINX (49.7B) 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 (3.63) and VWINX (3.56) have marching annual gain over last year. VWIAX (12.22) and VWINX (11.97) have equivalent 5 years return.
| 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 | 2.667 | 2.631 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.7B | 49.7B | 100% |
| Annual Yield % from dividends | 3.73 | 3.66 | 102% |
| Returns for 1 year | 3.63 | 3.56 | 102% |
| Returns for 3 years | -2.58 | -2.73 | 95% |
| Returns for 5 years | 12.22 | 11.97 | 102% |
| Returns for 10 years | 19.31 | 18.79 | 103% |
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