Interact to see
Advertisement
Advertisement
VEIRX or VFIAX or VWELX
VEIRX vs VFIAX vs VWELX Comparison
Open Charts VEIRX vs VFIAX vs VWELX
Vanguard Equity-Income Adm
Price$94.87
Change+$0.36 (+0.38%)
VolumeN/A
Net Assets57.62B
Vanguard 500 Index Admiral
Price$579.57
Change+$4.88 (+0.85%)
VolumeN/A
Net Assets1.43T
Vanguard Wellington™ I
Price$45.44
Change+$0.22 (+0.49%)
VolumeN/A
Net Assets110.88B
VEIRX vs VFIAX vs VWELX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.43T vs. VWELX (111B) and VEIRX (57.6B). VEIRX pays higher dividends than VWELX and VFIAX: VEIRX (2.45) vs VWELX (2.02) and VFIAX (1.21). VEIRX was incepted earlier than VFIAX and VWELX: VEIRX (24 years) vs VFIAX (25 years) and VWELX (96 years). VWELX (0.25) is less costly to investors than VEIRX (0.18) and VFIAX (0.04). VWELX is a more actively managed with annual turnover of: 61.00 vs. VEIRX (42.00) and VFIAX (2.00). VFIAX and VWELX has a lower initial minimum investment than VEIRX: VFIAX (3000) and VWELX (3000) vs VEIRX (50000). VFIAX annual gain was more profitable for investors over the last year : 13.50 vs. VEIRX (6.39) and VWELX (2.91). VFIAX return over 5 years is better than : 100.86 vs. VEIRX (39.64) and VWELX (14.71).
| VEIRX | VFIAX | VWELX | |
| Total Expense Ratio | 0.18 | 0.04 | 0.25 |
| Annual Report Gross Expense Ratio | 0.18 | 0.04 | 0.25 |
| Fund Existence | 24 years | 25 years | 96 years |
| Gain YTD | 7.599 | 6.806 | 6.843 |
| Front Load | N/A | N/A | N/A |
| Min. Initial Investment | 50000 | 3000 | 3000 |
| Min. Initial Investment IRA | N/A | N/A | N/A |
| Net Assets | 57.6B | 1.43T | 111B |
| Annual Yield % from dividends | 2.45 | 1.21 | 2.02 |
| Returns for 1 year | 6.39 | 13.50 | 2.91 |
| Returns for 3 years | 11.47 | 64.35 | 15.81 |
| Returns for 5 years | 39.64 | 100.86 | 14.71 |
| Returns for 10 years | 47.08 | 204.00 | 29.19 |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement