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VDADX or VEIPX or VWINX
VDADX vs VEIPX vs VWINX Comparison
Open Charts VDADX vs VEIPX vs VWINX
Vanguard Dividend Appreciation Index Adm
Price$55.10
Change+$0.54 (+0.99%)
VolumeN/A
Net Assets105.33B
Vanguard Equity-Income I
Price$44.05
Change+$0.29 (+0.66%)
VolumeN/A
Net Assets57.62B
Vanguard Wellesley® Income I
Price$25.45
Change-$0.06 (-0.24%)
VolumeN/A
Net Assets48.1B
VDADX vs VEIPX vs VWINX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VDADX has more cash in the bank: 105B vs. VEIPX (57.6B) and VWINX (48.1B). VWINX pays higher dividends than VEIPX and VDADX: VWINX (3.65) vs VEIPX (2.66) and VDADX (1.77). VDADX was incepted earlier than VEIPX and VWINX: VDADX (12 years) vs VEIPX (37 years) and VWINX (55 years). VEIPX (0.27) is less costly to investors than VWINX (0.23) and VDADX (0.07). VWINX is a more actively managed with annual turnover of: 59.00 vs. VEIPX (42.00) and VDADX (11.00). VDADX (3000), VEIPX (3000) and VWINX (3000) have matching initial minimum investment requirements. VDADX annual gain was more profitable for investors over the last year : 8.98 vs. VWINX (3.72) and VEIPX (2.10). VDADX return over 5 years is better than : 73.40 vs. VEIPX (35.08) and VWINX (4.25).
| VDADX | VEIPX | VWINX | |
| Total Expense Ratio | 0.07 | 0.27 | 0.23 |
| Annual Report Gross Expense Ratio | 0.07 | 0.27 | 0.23 |
| Fund Existence | 12 years | 37 years | 55 years |
| Gain YTD | 2.672 | 3.992 | 4.287 |
| Front Load | N/A | N/A | N/A |
| Min. Initial Investment | 3000 | 3000 | 3000 |
| Min. Initial Investment IRA | N/A | N/A | N/A |
| Net Assets | 105B | 57.6B | 48.1B |
| Annual Yield % from dividends | 1.77 | 2.66 | 3.65 |
| Returns for 1 year | 8.98 | 2.10 | 3.72 |
| Returns for 3 years | 37.92 | 7.19 | 6.12 |
| Returns for 5 years | 73.40 | 35.08 | 4.25 |
| Returns for 10 years | 152.04 | 39.92 | 22.70 |
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