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VFIAX or VWENX or VWIAX
VFIAX vs VWENX vs VWIAX Comparison
Open Charts VFIAX vs VWENX vs VWIAX
Vanguard 500 Index Admiral
Price$563.80
Change+$6.22 (+1.12%)
VolumeN/A
Net Assets1.43T
Vanguard Wellington™ Admiral™
Price$76.25
Change+$0.49 (+0.65%)
VolumeN/A
Net Assets110.88B
Vanguard Wellesley® Income Admiral™
Price$61.50
Change+$0.24 (+0.39%)
VolumeN/A
Net Assets48.1B
VFIAX vs VWENX vs VWIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.43T vs. VWENX (111B) and VWIAX (48.1B). VWIAX pays higher dividends than VWENX and VFIAX: VWIAX (3.72) vs VWENX (2.17) and VFIAX (1.28). VFIAX was incepted earlier than VWENX and VWIAX: VFIAX (25 years) vs VWENX (24 years) and VWIAX (24 years). VWENX (0.17) is less costly to investors than VWIAX (0.16) and VFIAX (0.04). VWENX and VWIAX is a more actively managed with annual turnover of: 61.00 and 59.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than VWENX and VWIAX: VFIAX (3000) vs VWENX (50000) and VWIAX (50000). VFIAX annual gain was more profitable for investors over the last year : 9.24 vs. VWIAX (3.34) and VWENX (0.32). VFIAX return over 5 years is better than : 95.47 vs. VWENX (12.65) and VWIAX (3.89).
| VFIAX | VWENX | VWIAX | |
| Total Expense Ratio | 0.04 | 0.17 | 0.16 |
| Annual Report Gross Expense Ratio | 0.04 | 0.17 | 0.16 |
| Fund Existence | 25 years | 24 years | 24 years |
| Gain YTD | 1.766 | 3.195 | 3.432 |
| Front Load | N/A | N/A | N/A |
| Min. Initial Investment | 3000 | 50000 | 50000 |
| Min. Initial Investment IRA | N/A | N/A | N/A |
| Net Assets | 1.43T | 111B | 48.1B |
| Annual Yield % from dividends | 1.28 | 2.17 | 3.72 |
| Returns for 1 year | 9.24 | 0.32 | 3.34 |
| Returns for 3 years | 52.56 | 11.39 | 5.39 |
| Returns for 5 years | 95.47 | 12.65 | 3.89 |
| Returns for 10 years | 185.31 | 24.00 | 22.14 |
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