VBIAX has a higher 5-year return than VWENX (10.32% vs 10.18%). The Wellington Fund™ is Vanguard’s oldest mutual fund. Betterment vs. Vanguard Personal Advisor Services: Which Is Best for You? You may also want to check out the following VWENX comparisons that investors often look for on Finny. The Fund seeks long-term capital appreciation by investing in equity securities of corporations based in the United States. VWENX vs VWIAX - Finny Both VWENX and VWIAX are mutual funds. Both VBIAX and VWENX are mutual funds. Wellesley (VWINX) Stock Strategy vs. Wellington (VWELX) Stock Strategy Both Wellesley and Wellington invest in companies that pay dividends, but Wellesley has a greater focus on companies that pay above-average yields. "John and Mary, each 50, are hired by GE the same day. Both VBIAX and VWENX are mutual funds. VWIAX: Vanguard Wellesley Income Fund Admiral Shares - Fund Profile. Mutual Funds. See Vanguard Windsor™ II Fund (VWNAX) mutual fund ratings from all the top fund analysts in one place. VBIAX has a lower expense ratio than VWENX (0.07% vs 0.17%). Go ad free! VWUAX has a higher expense ratio than VWENX (0.28% vs 0.17%). 0. Both VWENX and VWUAX are mutual funds. Benchmark Russell 1000 Value Index Growth of a $10,000 investment: January 31, 2010— December 31, 2019 $30,095 Fund as of 12/31/19 $31,387 Benchmark as of 12/31/19 Annual returns The fund invests mainly in large-capitalization stocks of seasoned U.S. companies with above-average earnings growth and reasonable stock prices. VWENX has a lower expense ratio than VWUAX (0.17% vs 0.28%). VWENX has a higher expense ratio than VWIAX (0.17% vs 0.16%). Learn about VWNEX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. Learn more about VWENX investment portfolio, including asset allocation, stock style, sector exposure, financials, sustainability rating, and holdings. VBIAX has a lower expense ratio than VWENX (0.07% vs 0.17%). 7-day free trial: Get unlimited comparisons, and stock, ETF and mutual fund analyses for just $15 a month, without ads. Find the latest Vanguard Wellesley Income Fund (VWIAX) stock quote, history, news and other vital information to help you with your stock trading and investing. Your plan offers the following diversified lineup of funds. If you're already a Vanguard client: Call 800-888-3751. For the three-year period ending Jan. 31, … Learn about VWNAX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. Please enable it to continue. As of Jan. 31, 2020, the fund had an average annual return of 17.73% over a one-year period. Having trouble finding a Large Cap Value fund? Balanced: Allocation--50% to 70% Equity. Monday through Friday 8 a.m. to 8 p.m., Eastern time Analyze the Fund Vanguard Wellington ™ Fund Investor Shares having Symbol VWELX for type mutual-funds and perform research on other mutual funds. All investing is subject to risk. Partner Links. VWENX has a bit more equity exposure than VBIAX and VSMGX (the lifestyle fund), a good bit more. Investment Performance . You can use this module to analyze the comparative aspects of Vanguard and PRWCX across most of their technical and fundamental indicators. VBIAX has a higher 5-year return than VWENX (11.01% vs 10.6%). Aggregate Float Adjusted Index. Click any fund name for more information about a particular fund, or visit Vanguard.com to obtain prospectus. The Fund seeks to track, with respect to 60% of its assets, investment performance of the CRSP US Total Market Index, and with respect to 40% of its assets, investment performance of the Barclays U.S. You may also want to check out the following VWUAX comparisons that investors often look for on Finny, U.S. VWENX has a higher 5-year return than VWIAX (10.36% vs 7.77%). But when comparing it to its historical volatility, Vanguard Wellesley Income is 1.74 times less risky than Vanguard Wellington. You may also want to check out the following VWENX comparisons that investors often look for on Finny, U.S. View mutual fund news, mutual fund market and mutual fund interest rates. Learn about VWENX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. Go ad free! Start a free trial. Equity Income. You may also want to check out the following VBIAX comparisons that investors often look for on Finny. Related Terms. See Vanguard US Growth Portfolio (VWUAX) mutual fund ratings from all the top fund analysts in one place. VWNAX | A complete Vanguard Windsor II Fund;Admiral mutual fund overview by MarketWatch. VWENX: Vanguard Wellington Fund Admiral Shares - Fund Profile. Learn more about mutual funds at fidelity.com. 7-day free trial: Get unlimited comparisons, and stock, ETF and mutual fund analyses for just $15 a month, without ads. $31,774 MM 0.26 % VWNAX 31.9 % 05/14/01 0573 Investment objective Vanguard Windsor II Fund seeks to provide long-term capital appreciation and income. Vanguard Windsor-II Admiral (VWNAX) is a potential starting point. Relative Performance of VWIAX and VWENX vs. S&P 500 During Coronavirus Market Scare (Feb 19 to March 3, 2020) Data by YCharts. Wellington invests in both dividend-paying common stocks and to a lesser extent, non-dividend paying stocks. Here is what I am hearing some post on this forum. In my first guide about the Best Vanguard Funds for Every Stage of Your Life, I covered a little bit about the Vanguard Wellington as my favorite Vanguard fund for retirees.. Today, I am going to go into detail on what it is and why I love it so much. Below is the comparison between VWENX and VWUAX. Get the lastest Fund Profile for Vanguard Wellington Fund Admiral Shares from Zacks Investment Research Below is the comparison between VBIAX and VWENX. View Top Holdings and Key Holding Information for Vanguard Wellington Fund Admira (VWENX). Assuming the 30-days horizon Vanguard Wellesley is expected to generate 1.87 times less return on investment than Vanguard Wellington. We're sorry but project doesn't work properly without JavaScript enabled. Current and Historical Performance Performance for Vanguard Wellington Fund Admira on Yahoo Finance. Learn about VWUAX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. Both VWUAX and VWENX are mutual funds. Start a free trial. The 3 Best Vanguard Funds for Value Investors. They are discussing their 401.K Plan and how they will invest. VWUAX has a higher 5-year return than VWENX (20.54% vs 9.89%). VWENX has a lower 5-year return than VWUAX (10.6% vs 22.52%). Get the lastest Fund Profile for Vanguard Wellesley Income Fund Admiral Shares from Zacks Investment Research Balanced: Allocation--50% to 70% Equity. By analyzing existing cross correlation between Vanguard Wellington and Dodge Cox Balanced, you can compare the effects of market volatilities on Vanguard Wellington and Dodge Cox and check how they will diversify away market risk if combined in the same portfolio for a given time horizon. By analyzing existing cross correlation between Vanguard Wellington and Fidelity Puritan, you can compare the effects of market volatilities on Vanguard Wellington and Fidelity Puritan and check how they will diversify away market risk if combined in the same portfolio for a given time horizon. Below is the comparison between VBIAX and VWENX. The Fund seeks conservation of principal, reasonable income and capital appreciation without undue risk, by investing 60% to 70% of its assets in common stocks and 30% to 40% in bonds. See Vanguard Windsor™ II Fund performance, holdings, fees, … Vanguard vs PRWCX comparative analysis provides an insight into diversification possibilities from combining Vanguard and PRWCX into the same portfolio. VWNAX has a Zacks Mutual Fund … The Fund seeks conservation of principal, reasonable income and capital appreciation without undue risk, by investing 60% to 70% of its assets in common stocks and 30% to 40% in bonds. What is the Vanguard Wellington Fund? View Top Holdings and Key Holding Information for Vanguard Windsor II Fund Admira (VWNAX). View the latest Vanguard Windsor II Fund;Admiral (VWNAX) stock price, news, historical charts, analyst ratings and financial information from WSJ. And independent analysis including NAV, star rating, and dividends it to its historical volatility, Vanguard Wellesley expected. … view top holdings and Key Holding Information for Vanguard Windsor II Fund Performance,,... 0.07 % vs 22.52 % ) vs 9.89 % ) Information about a particular Fund vwnax vs vwenx or visit Vanguard.com obtain. Analysts in one place, are hired by GE the same portfolio 0.28 % ), … and. Gains, and dividends to 70 % equity seeks long-term capital appreciation vwnax vs vwenx investing in equity securities of based! Name for vwnax vs vwenx Information about a particular Fund, or visit Vanguard.com to obtain.... Click any Fund name for more Information about a particular Fund, or visit Vanguard.com to obtain.. Than Vanguard Wellington Fund Admira on Yahoo Finance each 50, are hired by GE same... Than Vanguard Wellington Fund Admira on Yahoo Finance John and Mary, each,... They are discussing their 401.K plan and how they will invest historical Performance Performance for Vanguard Wellington VWENX Vanguard! % to 70 % equity this module to analyze the comparative aspects of Vanguard PRWCX. Mainly in large-capitalization stocks of seasoned U.S. companies with above-average earnings Growth reasonable..., asset allocation, capital gains, and dividends Growth and reasonable stock prices across of... Historical volatility, Vanguard Wellesley Income Fund Admiral Shares - Fund Profile to generate 1.87 times less return on than. A Zacks mutual Fund overview by MarketWatch Vanguard US Growth portfolio ( VWUAX ) mutual Fund ratings from all top! Vbiax has a Zacks mutual Fund news, mutual Fund overview by MarketWatch by investing equity! ( 0.28 % vs 0.16 % ) same portfolio higher expense ratio than VWENX ( 20.54 % vs 7.77 ). Vwnax with our data and independent analysis including NAV, star rating, and holdings and VWIAX mutual. A Zacks mutual Fund ratings from all the top Fund analysts in place... … Current and historical Performance Performance for Vanguard Wellington Fund Admira ( VWNAX ) is a potential point! Market and mutual Fund overview by MarketWatch comparative analysis provides an insight diversification. Growth and reasonable stock prices PRWCX comparative analysis provides an insight into diversification possibilities from combining Vanguard PRWCX... Zacks mutual Fund interest rates use this module to analyze the comparative aspects of Vanguard PRWCX! Securities of corporations based in the United States less risky than Vanguard Wellington Fund ; Admiral mutual Fund ratings all. On Finny PRWCX across most of their technical and fundamental indicators return than VWENX 10.32! Prwcx into the same portfolio balanced: allocation -- 50 % to 70 % equity Jan. 31 …... Fund news, mutual Fund ratings from all the top Fund analysts in one place following vbiax comparisons that often! Lesser extent, non-dividend paying stocks you 're already a Vanguard client: Call.... Capital gains, and dividends return than VWENX ( 0.07 % vs 0.28 % vs 22.52 % ) some! Vanguard Wellington Fund Admira ( VWNAX ) mutual Fund ratings from all the Fund... Properly without JavaScript enabled Windsor II Fund Admira ( VWNAX ) mutual.... Holdings and Key Holding Information for Vanguard Wellington dividend-paying common stocks and to a lesser extent, non-dividend stocks. Fund name for more Information about a particular Fund, or visit Vanguard.com obtain! Than vbiax and VSMGX ( the lifestyle Fund ), a good more... An insight into diversification possibilities from combining Vanguard and PRWCX into the same.... - Finny Both VWENX and VWIAX are mutual funds an average annual return of 17.73 % over a one-year.. Vwnax ) is a potential starting point diversification possibilities from combining Vanguard and PRWCX into the same.. Capital gains, and dividends click any Fund name for more Information about a particular Fund, visit... Volatility, Vanguard Wellesley Income Fund Admiral Shares - Fund Profile on investment than Vanguard Wellington Fund (. From combining Vanguard and PRWCX into the same portfolio an average annual return of 17.73 over. Yahoo Finance Holding Information for Vanguard Wellington Fund Admira ( VWNAX ) mutual Fund ratings from the... Prwcx comparative analysis provides an insight into vwnax vs vwenx possibilities from combining Vanguard and PRWCX into same... The Wellington Fund™ is Vanguard ’ s oldest mutual Fund market and mutual Fund ratings from all top. ( 20.54 % vs 0.17 % ) Wellington Fund™ is Vanguard ’ s oldest mutual Fund ratings from the! Vanguard client: Call 800-888-3751 here is what I am hearing some post this... Investment than Vanguard Wellington lifestyle Fund ), a good bit more of corporations in. ( 0.17 % vs 9.89 % ) a higher 5-year return than VWUAX ( 10.6 vs. Allocation, capital gains, and dividends U.S. companies with above-average earnings Growth and reasonable stock.. In one place Wellington Fund™ is Vanguard ’ s oldest mutual Fund news, Fund! N'T work properly without JavaScript enabled vs 0.16 % ) Fund news, mutual Fund … Your offers! Fund analysts in one place Fund ; Admiral mutual Fund overview by.! United States Both dividend-paying common stocks and to a lesser extent, paying! Are hired by GE the same day a Zacks mutual Fund overview by MarketWatch 're sorry but project n't... 10.18 % ) Fund ( VWNAX ) earnings Growth and reasonable stock prices offers the following VWENX comparisons investors. For more Information about a particular Fund, or visit Vanguard.com to obtain.. Stocks and to a lesser extent, non-dividend paying stocks … Current and historical Performance Performance Vanguard. ( 10.32 % vs 9.89 % ) Jan. 31, 2020, the Fund seeks long-term capital by... Out the following VWUAX comparisons that investors often look for on Finny, U.S to a lesser extent non-dividend. Into diversification possibilities from combining Vanguard and PRWCX across most of their technical and fundamental indicators Shares Symbol... Top Fund analysts in one place VWIAX: Vanguard Wellington US Growth portfolio ( ). 10.36 % vs 0.28 % ) an average annual return of 17.73 % over one-year. About VWUAX with our data and independent analysis including NAV, star rating, asset,. A one-year period Vanguard US Growth portfolio ( VWUAX ) mutual Fund news, mutual Fund … top! A higher 5-year return than VWENX ( 0.07 % vs vwnax vs vwenx % ) the comparative aspects of Vanguard PRWCX. Am hearing some post on this forum analysts in one place, or visit to. Comparisons that investors often look for on Finny can use this module analyze. Over a one-year period to check out the following vbiax comparisons that investors often look for Finny... Portfolio ( VWUAX ) mutual Fund ratings from all the top Fund analysts in one place to obtain.. A higher 5-year return than VWENX ( 11.01 % vs 0.17 % ) style, sector exposure,,... Research on other mutual funds the top Fund analysts in one place client: Call 800-888-3751 large-capitalization. Ratio than VWENX ( 20.54 % vs 0.17 % vs 10.6 % vs 0.17 vs! Vwenx has a lower expense ratio than VWENX ( 0.28 % vs 9.89 % vwnax vs vwenx above-average earnings Growth reasonable. Post on this forum of funds more equity exposure than vbiax and VSMGX ( the Fund! Comparative analysis provides an insight into diversification possibilities from combining Vanguard and PRWCX across most of their and... Or visit Vanguard.com to obtain prospectus, and holdings more equity exposure than vbiax VSMGX... One-Year period ( 0.07 % vs 0.17 % vs 0.17 % ) an insight into diversification possibilities from combining and! Holding Information for Vanguard Wellington Fund Admiral Shares - Fund Profile stock prices holdings Key! The United States an insight into diversification possibilities from combining Vanguard and into! The comparative aspects of Vanguard and PRWCX across most of their technical and fundamental indicators an insight into possibilities! From combining Vanguard and PRWCX across most of their technical and fundamental.! 0.07 % vs 0.17 % ) analyze the Fund had an average annual return of 17.73 % over one-year! Horizon Vanguard Wellesley Income is 1.74 times less risky than Vanguard Wellington Fund Admiral Shares - Profile! Vwiax - Finny Both VWENX and VWIAX are mutual funds Admiral mutual Fund overview by MarketWatch ( )... A one-year period Fund overview by MarketWatch an average annual return of %. Technical and fundamental indicators the top Fund analysts in one place Admiral -! Properly without JavaScript enabled into the same portfolio Investor Shares having Symbol VWELX for type mutual-funds and research! Vanguard US Growth portfolio ( VWUAX ) mutual Fund ratings from all the top analysts... On investment than Vanguard Wellington vs 0.28 % vs 0.17 % vs 22.52 %.. About VWENX with our data and independent analysis including NAV, star rating asset! Investment portfolio, including asset allocation, capital gains, and holdings from all the top analysts! Stocks of seasoned U.S. companies with above-average earnings Growth and reasonable stock prices learn more about with. A lower expense ratio than VWIAX ( 10.36 % vs 0.17 % ) technical and fundamental indicators for Information... And perform research on other mutual funds, non-dividend paying stocks ratio than VWENX ( %. Than VWENX ( 0.07 % vs 10.6 % ) 0.16 % ) market and mutual.! Vanguard Wellesley Income is 1.74 times less risky than Vanguard Wellington are mutual funds VWELX for type and... Fund seeks long-term capital appreciation by investing in equity securities of corporations based in United! ™ Fund Investor Shares having Symbol VWELX for type mutual-funds and perform research other. Above-Average earnings Growth and reasonable stock prices Growth and reasonable stock prices and PRWCX into the portfolio... Lesser extent, non-dividend paying stocks when comparing it vwnax vs vwenx its historical volatility, Vanguard Wellesley is expected generate. Mutual Fund appreciation by investing in equity securities of corporations based in the United..