VWINX Fund Comparisons

VWINX is shown with FundQuant's current comparable-fund evidence. Current comparable funds include VGWIX, FBLAX, HBLAX. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
VWINX
Name
VANGUARD WELLESLEY INCOME FUND
Type
Mutual Fund
Originator
Vanguard
Asset class
mostly_fixed_income
Net expense ratio
0.22%
AUM
$47.5B

Comparable Funds

FundQuant reviewed 778 active searchable funds, 98 ETFs, 680 mutual funds and returned 3 comparable funds for VWINX.

  1. VGWIX - Vanguard Global Wellesley Income Fund (Mutual Fund; Vanguard; mostly_fixed_income; Strong Fit; fit score 77)
  2. FBLAX - Franklin Managed Income Fund (Mutual Fund; Franklin Templeton; mostly_fixed_income; Possible Fit; fit score 78)
  3. HBLAX - THE HARTFORD BALANCED INCOME FUND (Mutual Fund; Hartford; mostly_fixed_income; Possible Fit; fit score 77)

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

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