The fund invests 60% to 70% of its assets in dividend-paying and, to a lesser extent, non-dividend-paying common stocks of established large companies. The remaining 30% to 40% of the fund's assets are invested mainly in fixed income securities that the advisor believes will generate a moderate level of current income. These securities include investment-grade corporate bonds, with some exposure to U.S. Treasury and government agency bonds, and mortgage-backed securities.
Vanguard funds can be purchased directly through their website, typically with no transaction fee. Minimum investment: $3,000.
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Vanguard Wellington Income Fund
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VWELX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on VWELX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
Vanguard Wellington Income Fund
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Pre-filled with VWELX's historical average return
Important: This projection uses simplified assumptions based on VWELX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
VWENXVanguard Wellington Fund Admira
FBALXFidelity Balanced Fund
ABALXAmerican Balanced Fund, Class A
PRWCXT. Rowe Price Capital Appreciat
VWELX is the ticker symbol for Vanguard Wellington Income Fund, a Balanced mutual fund managed by Vanguard. The fund invests 60% to 70% of its assets in dividend-paying and, to a lesser extent, non-dividend-paying common stocks of established large companies. The remaining 30% to 40% of the fund's assets are invested mainly in fixed income securities that the advisor believes will generate a moderate level of current income. These securities include investment-grade corporate bonds, with some exposure to U.S. Treasury and government agency bonds, and mortgage-backed securities.
VWELX has an expense ratio of 0.00% per year. On a $10,000 investment, that amounts to roughly $0 annually in fund fees. This is considered a very low-cost fund.
VWELX has posted a 1-year return of +25.16%, 3-year return of +22.38%, 5-year return of +15.37%, 10-year return of +336.21%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
VWELX requires a minimum initial investment of $3,000. Some brokerages or retirement accounts may waive or reduce this minimum.
Whether VWELX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.00% expense ratio, Balanced category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.