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. 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. You may also want to check out the following VWENX comparisons that investors often look for on Finny, U.S. View Top Holdings and Key Holding Information for Vanguard Wellington Fund Admira (VWENX). VBIAX has a higher 5-year return than VWENX (10.32% vs 10.18%). All investing is subject to risk. VWENX has a higher 5-year return than VWIAX (10.36% vs 7.77%). Both VWENX and VWUAX are mutual funds. "John and Mary, each 50, are hired by GE the same day. 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, … Current and Historical Performance Performance for Vanguard Wellington Fund Admira on Yahoo Finance. Below is the comparison between VBIAX and VWENX. Betterment vs. Vanguard Personal Advisor Services: Which Is Best for You? VBIAX has a higher 5-year return than VWENX (11.01% vs 10.6%). VWNAX | A complete Vanguard Windsor II Fund;Admiral mutual fund overview by MarketWatch. You may also want to check out the following VBIAX comparisons that investors often look for on Finny. View Top Holdings and Key Holding Information for Vanguard Windsor II Fund Admira (VWNAX). Get the lastest Fund Profile for Vanguard Wellesley Income Fund Admiral Shares from Zacks Investment Research The 3 Best Vanguard Funds for Value Investors. VWENX has a lower expense ratio than VWUAX (0.17% vs 0.28%). They are discussing their 401.K Plan and how they will invest. Start a free trial. $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. 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. If you're already a Vanguard client: Call 800-888-3751. 7-day free trial: Get unlimited comparisons, and stock, ETF and mutual fund analyses for just $15 a month, without ads. Assuming the 30-days horizon Vanguard Wellesley is expected to generate 1.87 times less return on investment than Vanguard Wellington. Analyze the Fund Vanguard Wellington ™ Fund Investor Shares having Symbol VWELX for type mutual-funds and perform research on other mutual funds. 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. Partner Links. VWENX has a bit more equity exposure than VBIAX and VSMGX (the lifestyle fund), a good bit more. Here is what I am hearing some post on this forum. View mutual fund news, mutual fund market and mutual fund interest rates. Investment Performance . Both VBIAX and VWENX are mutual funds. Aggregate Float Adjusted Index. Please enable it to continue. Related Terms. View the latest Vanguard Windsor II Fund;Admiral (VWNAX) stock price, news, historical charts, analyst ratings and financial information from WSJ. VWENX vs VWIAX - Finny Both VWENX and VWIAX are mutual funds. Having trouble finding a Large Cap Value fund? Relative Performance of VWIAX and VWENX vs. S&P 500 During Coronavirus Market Scare (Feb 19 to March 3, 2020) Data by YCharts. Learn about VWUAX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. You may also want to check out the following VWENX comparisons that investors often look for on Finny. The fund invests mainly in large-capitalization stocks of seasoned U.S. companies with above-average earnings growth and reasonable stock prices. You may also want to check out the following VWUAX comparisons that investors often look for on Finny, U.S. 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. VWENX has a higher expense ratio than VWIAX (0.17% vs 0.16%). Start a free trial. 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. Balanced: Allocation--50% to 70% Equity. VWIAX: Vanguard Wellesley Income Fund Admiral Shares - Fund Profile. As of Jan. 31, 2020, the fund had an average annual return of 17.73% over a one-year period. Monday through Friday 8 a.m. to 8 p.m., Eastern time Learn about VWENX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. 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 VWUAX has a higher 5-year return than VWENX (20.54% vs 9.89%). What is the Vanguard Wellington Fund? Wellington invests in both dividend-paying common stocks and to a lesser extent, non-dividend paying stocks. Equity Income. 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. Go ad free! VWUAX has a higher expense ratio than VWENX (0.28% vs 0.17%). VWENX has a lower 5-year return than VWUAX (10.6% vs 22.52%). Get the lastest Fund Profile for Vanguard Wellington Fund Admiral Shares from Zacks Investment Research Mutual Funds. Below is the comparison between VWENX and VWUAX. VBIAX has a lower expense ratio than VWENX (0.07% vs 0.17%). See Vanguard US Growth Portfolio (VWUAX) mutual fund ratings from all the top fund analysts in one place. Both VBIAX and VWENX are mutual funds. See Vanguard Windsor™ II Fund (VWNAX) mutual fund ratings from all the top fund analysts in one place. Balanced: Allocation--50% to 70% Equity. VWNAX has a Zacks Mutual Fund … Vanguard Windsor-II Admiral (VWNAX) is a potential starting point. We're sorry but project doesn't work properly without JavaScript enabled. Learn more about mutual funds at fidelity.com. The Wellington Fund™ is Vanguard’s oldest mutual fund. Learn more about VWENX investment portfolio, including asset allocation, stock style, sector exposure, financials, sustainability rating, and holdings. The Fund seeks long-term capital appreciation by investing in equity securities of corporations based in the United States. But when comparing it to its historical volatility, Vanguard Wellesley Income is 1.74 times less risky than Vanguard Wellington. 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. Below is the comparison between VBIAX and VWENX. 0. Go ad free! 7-day free trial: Get unlimited comparisons, and stock, ETF and mutual fund analyses for just $15 a month, without ads. Click any fund name for more information about a particular fund, or visit Vanguard.com to obtain prospectus. VBIAX has a lower expense ratio than VWENX (0.07% vs 0.17%). Both VWUAX and VWENX are mutual funds. Learn about VWNEX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. Your plan offers the following diversified lineup of funds. You can use this module to analyze the comparative aspects of Vanguard and PRWCX across most of their technical and fundamental indicators. VWENX: Vanguard Wellington Fund Admiral Shares - Fund Profile. Vanguard vs PRWCX comparative analysis provides an insight into diversification possibilities from combining Vanguard and PRWCX into the same portfolio. 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