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VWIAX vs VWINX
VWIAX vs VWINX Comparison
Open Charts VWIAX vs VWINX
Vanguard Wellesley® Income Admiral™
Price$61.67
Change-$0.03 (-0.05%)
VolumeN/A
Net Assets49.26B
Vanguard Wellesley® Income I
Price$25.46
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets49.26B
VWIAX vs VWINX Comparison Chart
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VWIAX vs. VWINX commentary
Feb 23, 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 (49.3B) and VWINX (49.3B) 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 (5.46) and VWINX (5.40) have marching annual gain over last year. VWIAX return over 5 years is better than : 0.11 vs. VWINX (-0.10).
| 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 | 2.800 | 2.786 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.3B | 49.3B | 100% |
| Annual Yield % from dividends | 3.45 | 3.38 | 102% |
| Returns for 1 year | 5.46 | 5.40 | 101% |
| Returns for 3 years | -2.72 | -2.82 | 96% |
| Returns for 5 years | 0.11 | -0.10 | -104% |
| Returns for 10 years | 18.97 | 18.50 | 103% |
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