VGSTX: 10 yr lump sum APY= 5.557%; $10,000 lump 10 years = $17,174. DCA APY= 7.131%; $1000/yr 10yr = $14,894. -- even more --. A free online source where you can do comparisons for total returns for a lump sum or for (IMO) much more meaningful periodic contributions -- yearly or monthly -- is PortfolioVisualizer.227.90. +0.11%. 31.91M. Discover dividend history for Vanguard Wellington™ Fund Investor Shares fund. All VWELX DIVIDEND historical data can be viewed quarterly or annually.Performance charts for Vanguard Wellington Fund (VWELX) including intraday, historical and comparison charts, technical analysis and trend lines.The other portion is invested in large-cap, dividend-paying stocks. As of January 2022, the fund's portfolio is comprised approximately of 40% stocks, 58.5% bonds, and 1.5% cash.Vanguard fund CUSIP Ticker 2021 record date 2021 reinvest and/or ex-dividend e dat 2021 payable date Emerging Markets Government Bond ETF 921946885 VWOB 2/2/21 2/1/21 2/4/21 Dividend: $0.227800: 09/18/2023: 09/14/2023: 09/15/2023: $40.57: Dividend: $0.227700: 06/20/2023: 06/15/2023: 06/16/2023: $40.81: Dividend: $0.201500: 03/20/2023: …Your plan offers the following diversified lineup of funds. Click any fund name for more information about a particular fund, or visit Vanguard.com to obtain prospectus. All investing is subject to risk.Vanguard Wellington Fund ( MUTF: VWELX) dates back to 1929, that puts it among an elite group of funds in the pooled investment world. And, unlike many of Vanguard's funds, it isn't an index fund ...Wellesley (VWINX) Stock Strategy vs. Wellington (VWELX) Stock Strategy. Both Wellesley and Wellington invest in companies that pay dividends, but Wellesley has a greater focus on companies that pay above-average yields. Wellington invests in both dividend-paying common stocks and to a lesser extent, non-dividend paying stocks.Here are the seven best Vanguard funds for retirement. Vanguard Wellesley Income Fund (ticker: VWINX) VWINX has a long and storied history. Debuting in 1970, this mutual fund survived the 1987 ...View the latest Vanguard Global Wellington Fund;Investor (VGWLX) stock price, news, historical charts, analyst ratings and financial information from WSJ.This is for persons in the US only. Analyze the Fund Vanguard Wellington ™ Fund Investor Shares having Symbol VWELX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.Best Vanguard funds with top Morningstar ratings. The 3 best performing Vanguard mutual funds for IRA account, retirement, long term investors in the last 10 years: Vanguard Target Retirement Income Fund (VTINX), Vanguard Wellington Fund (VWELX), Vanguard Dividend Growth Fund (VDIGX), and Vanguard Health Care Fund (VGHCX).and shareholder activity, and tax adjustments. Income dividend amounts are estimated through December 31, 2022, and may change based on the net income a fund actually earns in the month of December. Bond funds are not listed here if they distribute income dividends monthly and are not expected to distribute capital gains this year.Compare VWENX and VWELX based on historical performance, risk, expense ratio, dividends, Sharpe ratio, and other vital indicators to decide which may better fit your portfolio. ... VWENX vs. VWELX - Dividend Comparison. VWENX's dividend yield for the trailing twelve months is around 8.20%, more than VWELX's 8.11% yield. TTM 2022 …Vanguard Wellington Fund Investor Shares (VWELX) - historical returns, volatility, Sharpe ratio, dividend payments, portfolios and more. ... (VWELX) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment ...Both FBALX and FGRIX are mutual funds. FBALX has a lower 5-year return than FGRIX (7.95% vs 9.07%). FBALX has a lower expense ratio than FGRIX (0.5% vs 0.58%). FGRIX profile: The Fund seeks high total return by invests in common stocks that pay current dividends and show capital appreciation potential.12. Compare and contrast: VWENX vs VWELX. Both VWENX and VWELX are mutual funds. VWENX has a higher 5-year return than VWELX (6.84% vs 6.75%). VWENX and VWELX have the same expense ratio (%). Below is the comparison between VWENX and VWELX.Vanguard Wellington Income Fund stocks price quote with latest real-time prices, charts, financials, latest news, technical analysis and opinions.ex-dividend date 2021 payable date Net income available Short-term Long-term Total % of NAV ... Wellington Investor VWELX 3/18/21 3/19/21 3/22/21 $0.24 — $0.06 $0.06 0.13% Estimated supplemental fund distributions Stock and balanced funds The performance data shown represent past performance, which is not a guarantee of future results. Investment …Compare and contrast: VWINX vs VWIAX . Both VWINX and VWIAX are mutual funds. VWINX has a lower 5-year return than VWIAX (4.21% vs 4.28%). VWINX and VWIAX have the same expense ratio (%). Below is the comparison between VWINX and VWIAX . VWINX. VWIAX. Segment. U.S. Balanced: Allocation--30% to 50% Equity.Apr 4, 2018 · Get the latest Vanguard Wellington Income Fund (VWELX) price, news, buy or sell recommendation, and investing advice from Wall Street professionals. Matthew Hand. Start Date. Tenure. Tenure Rank. Oct 05, 2021. 0.65. 0.7%. Matthew Hand, CFA, Managing Director and Equity Research Analyst of Wellington Management, has been involved in portfolio management for the Fund since 2019 and has been involved in securities analysis for the Fund since 2004. Mr.Dec 8, 2022 · VDIGX vs. VWELX vs. VFINX (Updated Dec. 2022) The news that the Vanguard Dividend Growth Fund(VDIGX) re-opened to new investors escaped me until subscribers on my Youtube channel mentioned it. Generally, I’m an index type-of-guy but I do appreciate a well-run, low-cost, actively-managed fund too; American Funds and the active… Oct 11, 2023 · 1Y 5Y 10Y MAX Vanguard Wellington™ Fund Inv (VWELX) dividend yield: annual payout, 4 year average yield, yield chart and 10 year yield history. Vanguard Wellington™ Fund Inv (VWELX) key stats comparison: compare with other stocks by metrics: valuation, growth, profitability, momentum, EPS revisions, dividends, ratings.Dividend: $0.749100: 06/28/2022: 06/24/2022: 06/23/2022: label. 1-6 of 6 Page 1. Fund management. Vanguard Total Stock Market ETF seeks to track the investment ...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. In choosing these stocks, the advisor seeks durable businesses that appear to be undervalued but have prospects for improvement.These stocks are commonlyThis is for persons in the US only. Analyze the Fund Vanguard Wellington ™ Fund Investor Shares having Symbol VWELX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.Matthew Hand. Start Date. Tenure. Tenure Rank. Oct 05, 2021. 0.65. 0.7%. Matthew Hand, CFA, Managing Director and Equity Research Analyst of Wellington Management, has been involved in portfolio management for the Fund since 2019 and has been involved in securities analysis for the Fund since 2004. Mr. Vanguard Wellington Fund;Investor | historical charts and prices, financials, and today’s real-time VWELX stock price. Compare PRWCX and VWELX based on historical performance, risk, expense ratio, dividends, Sharpe ratio, and other vital indicators to decide which may better fit your portfolio. ... PRWCX vs. VWELX - Dividend Comparison. PRWCX's dividend yield for the trailing twelve months is around 8.60%, more than VWELX's 8.11% yield. TTM 2022 …Compare VWELX and VTI based on historical performance, risk, expense ratio, dividends, Sharpe ratio, and other vital indicators to decide which may better fit your portfolio. ... VWELX vs. VTI - Dividend Comparison. VWELX's dividend yield for the trailing twelve months is around 2.36%, more than VTI's 1.59% yield. TTM 2022 2021 2020 2019 …Vanguard Wellington Income Fund stocks price quote with latest real-time prices, charts, financials, latest news, technical analysis and opinions.VANGUARD Last Dividend Paid Peer Comparison Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses VANGUARD WELLINGTON's direct or indirect competition against its Last Dividend Paid to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio.Income dividend: $0.23: Dividend frequency: Quarterly: Capital Gain (2022) $2.28: Capital Gain (YTD) N/AThe first is the Vanguard Wellesley Income Admiral Fund (VWIAX). This is an income-oriented balanced fund that provides investors with exposure to both investment-grade bonds and equities. It has ...Apr 28, 2023 · Vanguard Balanced Index Fund seeks capital appreciation, current income, and long-term growth of income by tracking the investment performance of a balanced benchmark, with 60% of assets invested in the broad U.S. stock market and 40% of assets held in the investment-grade U.S. bond market. Equity Component: The fund’s stock portfolio seeks ... Dividend History. Vanguard Wellington™ Fund Inv (VWELX) dividend growth history: By month or year, chart. Dividend history includes: Declare date, ex-div, …dividend-paying, and, to alesser extent, non-dividend-paying common stocks of established medium-size and large companies. In choosing these companies, the advisor seeks those that appear to be undervalued but to have prospects for improvement. These stocks are commonly referred to as value stocks. The remaining 30% to 40% ofThe first is the Vanguard Wellesley Income Admiral Fund (VWIAX). This is an income-oriented balanced fund that provides investors with exposure to both investment-grade bonds and equities. It has ...Mutual Funds. A universe of 45,000+ funds, plus CEFs and UITs, including asset flows, manager info, brokerage availability, category rankings, and more. Iam done with Wellington,moving to vdigx with 60/40. 1. Your backtest is for January & February 2022. VTI was down 8.4% -- see this PV link (like yours but showing a couple other funds for comparison). 2. Wellington generally uses Large Cap Value + Large Cap Blend stocks.Wellington is hard to beat. Here is a site that offers up some etfs that might be similar to vwelx, although to me it doesn't look like it does that good a job on the stock etfs (IE, not that many large cap value/dividend etfs on the list) But it does show a lot of bond etfs that I did not know existed. Overall it is hard to beat bnd tho.ONGFX vs. VWELX: compare their historical profitability, risk, expense ratio, dividends, Sharpe ratio, and other relevant indicators to determine which one may be more suitable for your portfolio. ... ONGFX vs. VWELX - Dividend Comparison. ONGFX's dividend yield for the trailing twelve months is around 7.52%, less than VWELX's 8.23% yield. TTM 2022 …The fund distributes dividends quarterly in March, June, September and December. Capital gains, if any, are distributed annually in December ... VWELX Quick Quote VWELX: 40.78: 7/1/1929: 1.95: 7. ...To automatically reinvest dividends with Vanguard, follow these steps: 1. Log in to your Vanguard account. 2. Go to the “My Accounts” section and select the investment account you want to reinvest dividends for. 3. Navigate to the “Dividends and capital gains” tab. 4.· Vanguard Dividend Growth - Get Free Report · Vanguard Wellington ( VWELX ) - Get Free Report American Funds American Mutual : “The fund is cautious by design,” writes Morningstar analyst ...Vanguard Total Bond Market II Index Fund (Investor Shares) – 6.60%. Vanguard Total International Bond II Index Fund (Investor Shares) – 2.80%. The minimum investment in the target funds is just $1,000 – compared to $3,000 for most other mutual funds at Vanguard. Vanguard has a lot of these life-cycle funds – everything from a target ...The April 13 closing price was $85.85 and the post-market dividend adjustment price was $85.49, which subtracts out the 0.36 dividend. That is a 0.4% price loss (not 4%, but 0.4%). However, on ...Dividend: $0.227800: 09/18/2023: 09/14/2023: 09/15/2023: $40.57: Dividend: $0.227700: 06/20/2023: 06/15/2023: 06/16/2023: $40.81: Dividend: $0.201500: 03/20/2023: …Fund Description. The Fund invests approximately 60% to 65% of its assets in investment-grade fixed income securities that the advisor believes will generate a reasonable level of current income, including corporate, U.S. Treasury, and government agency bonds, as well as mortgage-backed securities. The remaining 35% to 40% of Fund assets are ...12. Compare and contrast: VWENX vs VWELX. Both VWENX and VWELX are mutual funds. VWENX has a higher 5-year return than VWELX (6.84% vs 6.75%). VWENX and VWELX have the same expense ratio (%). Below is the comparison between VWENX and VWELX.A high-level overview of Vanguard Wellington™ Fund Investor Shares (VWELX) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools.Fund management. Vanguard FTSE Social Index Fund seeks to track the performance of the FTSE4Good US Select Index, a market cap weighted index composed of large- and mid-capitalization stocks that is screened for certain environmental, social, and corporate governance (ESG) criteria by the index provider, which is independent of Vanguard.Vanguard Wellington™ Fund Admiral™ Shares (VWENX) dividend growth history: By month or year, chart. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount.Amazon.com, Inc. Common Stock. $98.13 -0.58 0.59%. Returns quoted represent past performance which is no guarantee of future results. Investment returns and principal value will fluctuate so that ...Risks associated with moderate funds . Vanguard funds classified as moderate are subject to a moderate degree of fluctuations in share prices. This price volatility may be due to one of several factors: 1) a fund may hold longer-term bonds, which are subject to wide swings in value as interest rates rise and fall; 2) a fund may hold …California Intermediate-Term Tax-Exempt Admiral Shares 922021407 VCADX 12/27/23 12/28/23 12/29/23 California Intermediate-Term Tax-Exempt Investor SharesDividend Growth. Dividend Safety. Dividend History. Vanguard Wellington™ Fund Inv (VWELX) dividend growth summary: 1 year growth rate (TTM). 3, 5, 10 year growth rate (CAGR) and dividend growth ...Find the latest Vanguard Wellington Inv (VWELX) stock quote, history, news and other vital information to help you with your stock trading and investing.This is for persons in the US only. Analyze the Fund Vanguard Wellington ™ Fund Investor Shares having Symbol VWELX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.3 vanguard fund cusip ticker 2022 record date 2022 reinvest and/or ex-dividend date 2022 payable date core-plus bond investor shares 922020797 vcpix 1/28/22 1/31/22 2/1/22Mutual Funds. A universe of 45,000+ funds, plus CEFs and UITs, including asset flows, manager info, brokerage availability, category rankings, and more.Compare VPMCX and VWELX based on historical performance, risk, expense ratio, dividends, Sharpe ratio, and other vital indicators to decide which may better fit your portfolio. ... It was launched on Nov 1, 1984. VWELX is managed by Vanguard. It was launched on Jul 1, 1929. Scroll down to visually compare performance, riskiness, …Get the latest Vanguard Wellington Income Fund (VWELX) price, news, buy or sell recommendation, and investing advice from Wall Street professionals.Analyze the Fund Vanguard Wellington ™ Fund Investor Shares having Symbol VWELX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com. ... Dividend History. Close Popover. Date. Per Share Amount. Reinvestment Price. 09/15/2023: $0.2278: $40.57: 06/16/2023: $0.2277: $40.81: …See Vanguard Wellington™ Fund (VWELX) mutual fund ratings from all the top fund analysts in one place. See Vanguard Wellington™ Fund performance, holdings, fees, risk and other data from ... Fund Description. The Fund invests approximately 60% to 65% of its assets in investment-grade fixed income securities that the advisor believes will generate a reasonable level of current income, including corporate, U.S. Treasury, and government agency bonds, as well as mortgage-backed securities. The remaining 35% to 40% of Fund assets are ...Risks associated with moderate funds . Vanguard funds classified as moderate are subject to a moderate degree of fluctuations in share prices. This price volatility may be due to one of several factors: 1) a fund may hold longer-term bonds, which are subject to wide swings in value as interest rates rise and fall; 2) a fund may hold income-oriented common stocks; and 3) a fund may hold a ...Under normal circumstances, the Fund invests at least 80% of its assets in the common stocks of companies principally engaged in activities in the energy industry, such as the exploration, production, and transmission of energy or energy fuels; the making and servicing of component products for such activities; energy research; and energy …See Vanguard Wellington™ Fund (VWELX) mutual fund ratings from all the top fund analysts in one place. See Vanguard Wellington™ Fund performance, holdings, fees, risk and other data from ... Record Date. 09/14/2023. Declare Date. -. Div Frequency. Quarterly. Vanguard Wellington™ Fund Inst (VWENX) dividend summary: yield, payout, growth, announce date, ex-dividend date, payout date ...Sep 27, 2023 · This fund’s trailing dividend yield (also known as trailing 12-month yield) is a modest 0.44%. But in the long run, this strong fund diversifies your portfolio. Vanguard Wellington Fund (VWELX) 12. Compare and contrast: VWENX vs VWELX. Both VWENX and VWELX are mutual funds. VWENX has a higher 5-year return than VWELX (6.84% vs 6.75%). VWENX and VWELX have the same expense ratio (%). Below is the comparison between VWENX and VWELX.7 ago 2023 ... The dividend category was actually down almost 17% for the year ... : VWELX; Fund size: $105 billion; Yield: 2.1%; Annual fee: 0.25%; Top ...Under normal circumstances, the Fund invests at least 80% of its assets in the common stocks of companies principally engaged in activities in the energy industry, such as the exploration, production, and transmission of energy or energy fuels; the making and servicing of component products for such activities; energy research; and energy …Income dividend: $0.23: Dividend frequency: Quarterly: Capital Gain (2022) $2.28: Capital Gain (YTD) N/AVANGUARD FUND CUSIP TICKER 2023 RECORD DATE 2023 REINVEST AND/OR EX-DIVIDEND DATE 2023 PAYABLE DATE. California Intermediate-Term Tax-Exempt …Dec 12, 2019 · The Vanguard Wellington fund’s dividend rate is 2.16% as of 2023. This means if you put your money into the Vanguard Wellington Fund, you’ll earn today 2.16% in interests per year. That’s lower than inflation but not totally bad given it is still a fund focused deriving value from growth. VWINX Stock Quote and Dividend Data. VWINX Dividend History Detail. VWINX Projected 10 Year Dividend Yield. VWINX Competitors News. Discover the Best. Dividend Stocks …Vanguard Wellington Fund Investor Shares (VWELX) - historical returns, volatility, Sharpe ratio, dividend payments, portfolios and more. ... (VWELX) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment ...Dividend: $0.182100: 12/29/2022: 12/27/2022: 12/28/2022: $19.80: label. 1-1 of 1 Page 1. Fund management. Vanguard Target Retirement 2070 Fund uses an asset allocation strategy designed for investors planning to retire between 2068 and 2072. The fund seeks to provide growth of capital and current income consistent with its current …Compare VWELX and VTI based on historical performance, risk, expense ratio, dividends, Sharpe ratio, and other vital indicators to decide which may better fit your portfolio. ... VWELX vs. VTI - Dividend Comparison. VWELX's dividend yield for the trailing twelve months is around 2.36%, more than VTI's 1.59% yield. TTM 2022 2021 2020 2019 …The Fund seeks conservation of principal, reasonable income and capital appreciation without undue risk, by investing 60% to 70% of its assets in common stocks and 30% to 40% in bonds. Get ...Dividends Peers Charting Dividend Scorecard Dividend Yield Dividend Growth Dividend Safety Dividend History Vanguard Wellington™ Fund Investor Shares (VWELX) dividend summary: yield,...The fund emphasizes high quality in its equity and bond picks and, Sep 22, 2023 · Compare and contrast: VWINX vs VWIAX . Both VWINX and VWIAX are mutual funds. VWINX has a , Find a Symbol Search for Dividend History When autocomplete results are available use up and down arr, Dividend: $0.376400: 06/21/2022: 06/16/2022: 06/17/2022: $67.68: l, View the latest Vanguard Global Wellington Fund;Investor (VGWLX) stock price, news, his, The Vanguard Wellington Fund (VWELX) is the original b, VANGUARD WELLINGTON FUND Payout Change Pending Price as of: OCT 11, 05:00 PM E, $39.15 0.01 ( +0.03%) 10/05/23 Mutual Fund | $USD | NAV Summary Holdin, and shareholder activity, and tax adjustments. Income dividend amount, Sep 22, 2023 · 12. Compare and contrast: VWENX vs V, VWELX 0.77%. Vanguard 500 Index Fund Admiral Shares. $397.64., The Fund seeks conservation of principal, reasonable income a, Get the latest Vanguard Wellington Income Fund (VWELX) p, Vanguard Balanced. 6.9. 12.1. Wellington Fund achieved its out, Dividends are corporate profits distributed to shareho, Fund category: Large blend. Assets under management: $290.6 billion. , Vanguard Wellington Fund Investor Shares (VWELX) - historic, Fund management. Vanguard FTSE Social Index Fund s.