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VWIAX vs WWIAX
VWIAX vs WWIAX Comparison
Open Charts VWIAX vs WWIAX
Vanguard Wellesley® Income Admiral™
Price$61.76
Change-$0.35 (-0.56%)
VolumeN/A
Net Assets48.1B
Westwood Income Opportunity A
Price$11.98
Change-$0.08 (-0.66%)
VolumeN/A
Net Assets519.18M
VWIAX vs WWIAX Comparison Chart
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VWIAX vs. WWIAX commentary
Jun 16, 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 WWIAX is a Buy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 48.1B vs. WWIAX (519M). WWIAX pays higher dividends than VWIAX: WWIAX (4.21) vs VWIAX (3.72). VWIAX was incepted earlier than WWIAX: VWIAX (24 years) vs WWIAX (17 years). WWIAX (1.01) is less costly to investors than VWIAX (0.16). VWIAX (59.00) and WWIAX (57.00) have comparable annual turnover. WWIAX has a lower initial minimum investment than VWIAX: WWIAX (1000) vs VWIAX (50000). WWIAX annual gain was more profitable for investors over the last year : 6.58 vs. VWIAX (3.28). WWIAX return over 5 years is better than : 13.53 vs. VWIAX (3.81).
| VWIAX | WWIAX | VWIAX / WWIAX | |
| Total Expense Ratio | 0.16 | 1.01 | 16% |
| Annual Report Gross Expense Ratio | 0.16 | 1.01 | 16% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 3.623 | 1.220 | 297% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 50000 | 1000 | 5,000% |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 48.1B | 519M | 9,268% |
| Annual Yield % from dividends | 3.72 | 4.21 | 88% |
| Returns for 1 year | 3.28 | 6.58 | 50% |
| Returns for 3 years | 7.20 | 23.97 | 30% |
| Returns for 5 years | 3.81 | 13.53 | 28% |
| Returns for 10 years | 21.47 | 3.14 | 683% |
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