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VWIAX vs WHGIX
VWIAX vs WHGIX Comparison
Open Charts VWIAX vs WHGIX
Vanguard Wellesley® Income Admiral™
Price$61.76
Change-$0.35 (-0.56%)
VolumeN/A
Net Assets48.1B
Westwood Income Opportunity Instl
Price$12.00
Change-$0.08 (-0.66%)
VolumeN/A
Net Assets519.18M
VWIAX vs WHGIX Comparison Chart
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VWIAX vs. WHGIX commentary
Jun 15, 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 VWIAX is a Buy and WHGIX is a Buy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 48.1B vs. WHGIX (519M). WHGIX pays higher dividends than VWIAX: WHGIX (4.35) vs VWIAX (3.72). VWIAX was incepted earlier than WHGIX: VWIAX (24 years) vs WHGIX (20 years). WHGIX (0.84) is less costly to investors than VWIAX (0.16). VWIAX (59.00) and WHGIX (57.00) have comparable annual turnover. VWIAX has a lower initial minimum investment than WHGIX: VWIAX (50000) vs WHGIX (100000). WHGIX annual gain was more profitable for investors over the last year : 6.81 vs. VWIAX (3.28). WHGIX return over 5 years is better than : 14.72 vs. VWIAX (3.81).
| VWIAX | WHGIX | VWIAX / WHGIX | |
| Total Expense Ratio | 0.16 | 0.84 | 19% |
| Annual Report Gross Expense Ratio | 0.16 | 0.84 | 19% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 3.623 | 1.342 | 270% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 100000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.1B | 519M | 9,268% |
| Annual Yield % from dividends | 3.72 | 4.35 | 86% |
| Returns for 1 year | 3.28 | 6.81 | 48% |
| Returns for 3 years | 7.20 | 24.63 | 29% |
| Returns for 5 years | 3.81 | 14.72 | 26% |
| Returns for 10 years | 21.47 | 5.62 | 382% |
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