Interact to see
Advertisement
Advertisement
VWINX vs WHGIX
VWINX vs WHGIX Comparison
Open Charts VWINX vs WHGIX
Vanguard Wellesley® Income I
Price$25.49
Change-$0.15 (-0.59%)
VolumeN/A
Net Assets48.1B
Westwood Income Opportunity Instl
Price$12.00
Change-$0.08 (-0.66%)
VolumeN/A
Net Assets519.18M
VWINX vs WHGIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VWINX 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 VWINX is a Buy and WHGIX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.1B vs. WHGIX (519M). WHGIX pays higher dividends than VWINX: WHGIX (4.35) vs VWINX (3.65). VWINX was incepted earlier than WHGIX: VWINX (55 years) vs WHGIX (20 years). WHGIX (0.84) is less costly to investors than VWINX (0.23). VWINX (59.00) and WHGIX (57.00) have comparable annual turnover. VWINX has a lower initial minimum investment than WHGIX: VWINX (3000) vs WHGIX (100000). WHGIX annual gain was more profitable for investors over the last year : 6.81 vs. VWINX (3.23). WHGIX return over 5 years is better than : 14.72 vs. VWINX (3.57).
| VWINX | WHGIX | VWINX / WHGIX | |
| Total Expense Ratio | 0.23 | 0.84 | 27% |
| Annual Report Gross Expense Ratio | 0.23 | 0.84 | 27% |
| Fund Existence | 55 years | 20 years | - |
| Gain YTD | 3.566 | 1.342 | 266% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.1B | 519M | 9,268% |
| Annual Yield % from dividends | 3.65 | 4.35 | 84% |
| Returns for 1 year | 3.23 | 6.81 | 47% |
| Returns for 3 years | 7.02 | 24.63 | 29% |
| Returns for 5 years | 3.57 | 14.72 | 24% |
| Returns for 10 years | 20.95 | 5.62 | 373% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers