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VWINX vs WHGOX
VWINX vs WHGOX Comparison
Open Charts VWINX vs WHGOX
Vanguard Wellesley® Income I
Price$24.97
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets48.05B
Westwood Income Opportunity Ultra
Price$11.67
Change+$0.05 (+0.43%)
VolumeN/A
Net Assets507.83M
VWINX vs WHGOX Comparison Chart
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FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48B vs. WHGOX (508M). WHGOX pays higher dividends than VWINX: WHGOX (4.55) vs VWINX (3.69). VWINX was incepted earlier than WHGOX: VWINX (55 years) vs WHGOX (2 years). WHGOX (0.76) is less costly to investors than VWINX (0.23). VWINX (59.00) and WHGOX (57.00) have comparable annual turnover. VWINX has a lower initial minimum investment than WHGOX: VWINX (3000) vs WHGOX (1000000). WHGOX annual gain was more profitable for investors over the last year : 4.70 vs. VWINX (2.21).
| VWINX | WHGOX | VWINX / WHGOX | |
| Total Expense Ratio | 0.23 | 0.76 | 30% |
| Annual Report Gross Expense Ratio | 0.23 | 0.76 | 30% |
| Fund Existence | 55 years | 2 years | - |
| Gain YTD | 1.331 | -1.842 | -72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48B | 508M | 9,449% |
| Annual Yield % from dividends | 3.69 | 4.55 | 81% |
| Returns for 1 year | 2.21 | 4.70 | 47% |
| Returns for 3 years | 0.64 | N/A | - |
| Returns for 5 years | 4.38 | N/A | - |
| Returns for 10 years | 16.83 | N/A | - |
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