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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$55.47
Change-$0.52 (-0.93%)
VolumeN/A
Net Assets108.81B
Vanguard Equity-Income I
Price$44.46
Change-$0.55 (-1.22%)
VolumeN/A
Net Assets59.5B
Vanguard Wellesley® Income I
Price$25.49
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets48.78B
VDADX vs VEIPX vs VWINX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VDADX has more cash in the bank: 109B vs. VEIPX (59.5B) and VWINX (48.8B). VWINX pays higher dividends than VEIPX and VDADX: VWINX (3.51) vs VEIPX (2.37) and VDADX (1.70). 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 : 9.88 vs. VWINX (3.15) and VEIPX (2.93). VDADX return over 5 years is better than : 69.29 vs. VEIPX (34.50) and VWINX (2.58).
| 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 | 5.373 | 6.963 | 4.859 |
| 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 | 109B | 59.5B | 48.8B |
| Annual Yield % from dividends | 1.70 | 2.37 | 3.51 |
| Returns for 1 year | 9.88 | 2.93 | 3.15 |
| Returns for 3 years | 41.74 | 11.68 | 6.46 |
| Returns for 5 years | 69.29 | 34.50 | 2.58 |
| Returns for 10 years | 155.48 | 43.09 | 22.69 |
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