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VWINX vs WWIAX
VWINX vs WWIAX Comparison
Open Charts VWINX vs WWIAX
Vanguard Wellesley® Income I
Price$25.49
Change-$0.15 (-0.59%)
VolumeN/A
Net Assets48.1B
Westwood Income Opportunity A
Price$11.98
Change-$0.08 (-0.66%)
VolumeN/A
Net Assets519.18M
VWINX vs WWIAX Comparison Chart
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VWINX 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 VWINX is a Buy and WWIAX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.1B vs. WWIAX (519M). WWIAX pays higher dividends than VWINX: WWIAX (4.21) vs VWINX (3.65). VWINX was incepted earlier than WWIAX: VWINX (55 years) vs WWIAX (17 years). WWIAX (1.01) is less costly to investors than VWINX (0.23). VWINX (59.00) and WWIAX (57.00) have comparable annual turnover. WWIAX has a lower initial minimum investment than VWINX: WWIAX (1000) vs VWINX (3000). WWIAX annual gain was more profitable for investors over the last year : 6.58 vs. VWINX (3.23). WWIAX return over 5 years is better than : 13.53 vs. VWINX (3.57).
| VWINX | WWIAX | VWINX / WWIAX | |
| Total Expense Ratio | 0.23 | 1.01 | 23% |
| Annual Report Gross Expense Ratio | 0.23 | 1.01 | 23% |
| Fund Existence | 55 years | 17 years | - |
| Gain YTD | 3.566 | 1.220 | 292% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 48.1B | 519M | 9,268% |
| Annual Yield % from dividends | 3.65 | 4.21 | 87% |
| Returns for 1 year | 3.23 | 6.58 | 49% |
| Returns for 3 years | 7.02 | 23.97 | 29% |
| Returns for 5 years | 3.57 | 13.53 | 26% |
| Returns for 10 years | 20.95 | 3.14 | 667% |
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