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VWELX or VWIAX or VWINX
VWELX vs VWIAX vs VWINX Comparison
Open Charts VWELX vs VWIAX vs VWINX
Vanguard Wellington™ I
Price$45.02
Change+$0.17 (+0.38%)
VolumeN/A
Net Assets110.88B
Vanguard Wellesley® Income Admiral™
Price$61.91
Change-$0.03 (-0.05%)
VolumeN/A
Net Assets48.1B
Vanguard Wellesley® Income I
Price$25.56
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets48.1B
VWELX vs VWIAX vs VWINX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VWELX has more cash in the bank: 111B vs. VWIAX (48.1B) and VWINX (48.1B). VWIAX and VWINX pays higher dividends than VWELX: VWIAX (3.72) and VWINX (3.65) vs VWELX (2.09). VWELX was incepted earlier than VWIAX and VWINX: VWELX (96 years) vs VWIAX (24 years) and VWINX (55 years). VWELX (0.25) is less costly to investors than VWINX (0.23) and VWIAX (0.16). VWELX (61.00), VWIAX (59.00) and VWINX (59.00) have comparable annual turnover. VWELX and VWINX has a lower initial minimum investment than VWIAX: VWELX (3000) and VWINX (3000) vs VWIAX (50000). VWIAX and VWINX annual gain was more profitable for investors over the last year : 4.79 and 4.71 vs. VWELX (2.19). VWELX return over 5 years is better than : 16.07 vs. VWIAX (5.63) and VWINX (5.39).
| VWELX | VWIAX | VWINX | |
| Total Expense Ratio | 0.25 | 0.16 | 0.23 |
| Annual Report Gross Expense Ratio | 0.25 | 0.16 | 0.23 |
| Fund Existence | 96 years | 24 years | 55 years |
| Gain YTD | 5.456 | 4.580 | 4.532 |
| Front Load | N/A | N/A | N/A |
| Min. Initial Investment | 3000 | 50000 | 3000 |
| Min. Initial Investment IRA | N/A | N/A | N/A |
| Net Assets | 111B | 48.1B | 48.1B |
| Annual Yield % from dividends | 2.09 | 3.72 | 3.65 |
| Returns for 1 year | 2.19 | 4.79 | 4.71 |
| Returns for 3 years | 15.38 | 7.10 | 6.95 |
| Returns for 5 years | 16.07 | 5.63 | 5.39 |
| Returns for 10 years | 27.84 | 24.09 | 23.57 |
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