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VWIAX vs WHGIX
VWIAX vs WHGIX Comparison
Open Charts VWIAX vs WHGIX
Vanguard Wellesley® Income Admiral™
Price$62.44
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets48.1B
Westwood Income Opportunity Instl
Price$12.25
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets532.41M
VWIAX vs WHGIX Comparison Chart in %
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VWIAX vs. WHGIX commentary
Jul 08, 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 StrongBuy and WHGIX is a Buy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 48.1B vs. WHGIX (532M). WHGIX pays higher dividends than VWIAX: WHGIX (4.27) vs VWIAX (3.57). 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 : 9.20 vs. VWIAX (5.55). WHGIX return over 5 years is better than : 17.14 vs. VWIAX (5.15).
| 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 | 5.424 | 4.572 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 100000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.1B | 532M | 9,041% |
| Annual Yield % from dividends | 3.57 | 4.27 | 84% |
| Returns for 1 year | 5.55 | 9.20 | 60% |
| Returns for 3 years | 6.85 | 26.90 | 25% |
| Returns for 5 years | 5.15 | 17.14 | 30% |
| Returns for 10 years | 24.72 | 10.03 | 246% |
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