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VWIAX vs WHGOX
VWIAX vs WHGOX Comparison
Open Charts VWIAX vs WHGOX
Vanguard Wellesley® Income Admiral™
Price$60.49
Change-$0.09 (-0.15%)
VolumeN/A
Net Assets48.05B
Westwood Income Opportunity Ultra
Price$11.67
Change+$0.05 (+0.43%)
VolumeN/A
Net Assets507.83M
VWIAX vs WHGOX Comparison Chart
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FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 48B vs. WHGOX (508M). WHGOX pays higher dividends than VWIAX: WHGOX (4.55) vs VWIAX (3.76). VWIAX was incepted earlier than WHGOX: VWIAX (24 years) vs WHGOX (2 years). WHGOX (0.76) is less costly to investors than VWIAX (0.16). VWIAX (59.00) and WHGOX (57.00) have comparable annual turnover. VWIAX has a lower initial minimum investment than WHGOX: VWIAX (50000) vs WHGOX (1000000). WHGOX annual gain was more profitable for investors over the last year : 4.70 vs. VWIAX (2.26).
| VWIAX | WHGOX | VWIAX / WHGOX | |
| Total Expense Ratio | 0.16 | 0.76 | 21% |
| Annual Report Gross Expense Ratio | 0.16 | 0.76 | 21% |
| Fund Existence | 24 years | 2 years | - |
| Gain YTD | 1.375 | -1.842 | -75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 1000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48B | 508M | 9,449% |
| Annual Yield % from dividends | 3.76 | 4.55 | 83% |
| Returns for 1 year | 2.26 | 4.70 | 48% |
| Returns for 3 years | 0.80 | N/A | - |
| Returns for 5 years | 4.62 | N/A | - |
| Returns for 10 years | 17.32 | N/A | - |
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