VWELX Fund Comparisons

VWELX is shown with FundQuant's current comparable-fund evidence. Current comparable funds include FBKFX, VBINX, FBALX. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
VWELX
Name
VANGUARD WELLINGTON FUND
Type
Mutual Fund
Originator
Vanguard
Asset class
mostly_equity
Net expense ratio
0.24%
AUM
$124.7B

Comparable Funds

FundQuant reviewed 2,654 active searchable funds, 657 ETFs, 1,985 mutual funds and returned 3 comparable funds for VWELX.

  1. FBKFX - Fidelity Balanced K6 Fund (Mutual Fund; Fidelity; mostly_equity; Closest Fit; fit score 89)
  2. VBINX - VANGUARD BALANCED INDEX FUND (Mutual Fund; Vanguard; mostly_equity; Strong Fit; fit score 88)
  3. FBALX - Fidelity Balanced Fund (Mutual Fund; Fidelity; mostly_equity; Strong Fit; fit score 89)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/VWELX/comps