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CAAMX vs VWINX
CAAMX vs VWINX Comparison
Open Charts CAAMX vs VWINX
Invesco Select Risk: Mod Cnsv Inv A
Price$11.30
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets267.15M
Vanguard Wellesley® Income I
Price$26.17
Change+$0.08 (+0.31%)
VolumeN/A
Net Assets49.02B
CAAMX vs VWINX Comparison Chart in %
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CAAMX vs. VWINX commentary
Sep 29, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CAAMX is a Hold and VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 49B vs. CAAMX (267M). VWINX pays higher dividends than CAAMX: VWINX (3.44) vs CAAMX (2.65). CAAMX was incepted earlier than VWINX: CAAMX (20 years) vs VWINX (55 years). CAAMX (0.94) is less costly to investors than VWINX (0.23). VWINX is a more actively managed with annual turnover of: 59.00 vs. CAAMX (49.00). CAAMX has a lower initial minimum investment than VWINX: CAAMX (1000) vs VWINX (3000). CAAMX annual gain was more profitable for investors over the last year : 6.88 vs. VWINX (1.93). CAAMX return over 5 years is better than : 11.71 vs. VWINX (5.60).
| CAAMX | VWINX | CAAMX / VWINX | |
| Total Expense Ratio | 0.94 | 0.23 | 409% |
| Annual Report Gross Expense Ratio | 0.94 | 0.23 | 409% |
| Fund Existence | 20 years | 55 years | - |
| Gain YTD | 8.719 | 7.641 | 114% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 267M | 49B | 1% |
| Annual Yield % from dividends | 2.65 | 3.44 | 77% |
| Returns for 1 year | 6.88 | 1.93 | 357% |
| Returns for 3 years | 29.74 | 16.37 | 182% |
| Returns for 5 years | 11.71 | 5.60 | 209% |
| Returns for 10 years | 33.18 | 29.38 | 113% |
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