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