VWELX
Vanguard Wellington Fund Investor Shares
1W: -0.9%
1M: -0.8%
3M: -1.1%
YTD: +4.3%
1Y: -2.1%
3Y: +39.5%
5Y: +29.9%
$46.92
+0.24 (+0.51%)
Weekly Expected Move ±1.3%
$46
$46
$47
$47
$48
Similar ETFs
20 peers by holdings overlap (1664 holdings)
HAIAX
Hartford Core Equity A
58.3%
Shared33 holdings
Total75
AUM$11.8B
Price$59.45
CVTRX
Calamos Growth & Income Fund Class A
55.3%
Shared33 holdings
Total89
AUM$3.5B
Price$59.90
BUFEX
Buffalo Blue Chip Growth Fund Investor Class
53.1%
Shared30 holdings
Total86
AUM$194M
Price$65.83
CSQ
Calamos Strategic Total Return Fund
53.1%
Shared33 holdings
Total152
AUM$3.3B
Price$20.47
ITHAX
The Hartford Capital Appreciation Fund
52.4%
Shared35 holdings
Total136
AUM$6.4B
Price$48.35
SWLSX
Schwab Large-Cap Growth
52.2%
Shared25 holdings
Total55
AUM$674M
Price$48.08
SDLAX
SEI Institutional Investments Trust Dynamic Asset Allocation Fund Class A
51.3%
Shared65 holdings
Total500
AUM$2.1B
Price$21.44
FBALX
Fidelity Balanced Fund
51.2%
Shared45 holdings
Total293
AUM$66.3B
Price$35.44
AFDIX
American Century Large Cap Equity Inv
50.5%
Shared31 holdings
Total99
AUM$3.1B
Price$52.65
ADX
Adams Diversified Equity Fund, Inc.
50.2%
Shared33 holdings
Total99
AUM$3.1B
Price$25.79
TWBIX
American Century Balanced Fund
49.9%
Shared31 holdings
Total101
AUM$913M
Price$21.92
NIE
Virtus Equity & Convertible Income Fund
49.9%
Shared26 holdings
Total73
AUM$690M
Price$24.89
VQNPX
Vanguard Growth and Income Fund Investor Shares
49.8%
Shared58 holdings
Total722
AUM$19.1B
Price$75.14
CAHEX
Calamos Hedged Equity Income Fund Class A
49.6%
Shared47 holdings
Total261
AUM$878M
Price$20.66
DLCEX
Dana Large Cap Equity Fund
49.3%
Shared36 holdings
Total51
AUM$70M
Price$23.79
TWCGX
American Century Growth Investor Class
49.2%
Shared24 holdings
Total72
AUM$16.0B
Price$62.16
VFTNX
Vanguard FTSE Social Index Fund Institutional Shares
48.8%
Shared45 holdings
Total386
AUM$28.3B
Price$53.44
PLFMX
Principal LargeCap S&P 500 Index Fund
48.8%
Shared64 holdings
Total502
AUM$11.0B
Price$36.76
SPFFX
Sphere 500 Climate Fund
48.8%
Shared52 holdings
Total366
AUM$45M
Price$34.59
FDSVX
Fidelity Growth Discovery Fund
48.7%
Shared25 holdings
Total116
AUM$7.1B
Price$80.35
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VWELX | $124.2B | 77 | 27.7% | 9.2 | 2.9 | 3.2 | 36.5% | 34.3% | 1.36% | +19.4% | +41.4% | 56.4 | 6.4 |
| HAIAX | $11.8B | 75 | 46.7% | 15.3 | 4.6 | 4.2 | 34.9% | 27.6% | 1.02% | +17.9% | +38.5% | 55.8 | 6.4 |
| CVTRX | $3.5B | 89 | 36.2% | 11.8 | 1.9 | 1.5 | 17.6% | 12.4% | 1.07% | +25.4% | +47.9% | 56.4 | 6.4 |
| BUFEX | $194M | 86 | 54.1% | 9.9 | 3.1 | 3.4 | 36.7% | 34.3% | 0.77% | +21.6% | +47.4% | 61.0 | 6.3 |
| CSQ | $3.3B | 152 | 42.5% | 11.7 | 1.9 | 1.4 | 17.2% | 12.0% | 1.14% | +24.8% | +47.6% | 55.9 | 6.3 |
| ITHAX | $6.4B | 136 | 39.5% | 15.5 | 4.8 | 4.6 | 36.2% | 29.8% | 1.23% | +20.6% | +39.6% | 55.1 | 6.5 |
| SWLSX | $674M | 55 | 59.7% | 16.7 | 5.4 | 5.3 | 38.3% | 31.5% | 0.66% | +27.8% | +45.5% | 60.8 | 6.4 |
| SDLAX | $2.1B | 500 | 48.8% | 15.2 | 4.1 | 4.0 | 30.9% | 26.2% | 1.37% | +20.9% | +36.5% | 57.5 | 6.3 |
| FBALX | $66.3B | 293 | 25.7% | 9.1 | 4.2 | 5.3 | 61.7% | 58.3% | 1.16% | +24.9% | +46.9% | 58.2 | 6.3 |
| AFDIX | $3.1B | 99 | 40.4% | 11.4 | 3.6 | 3.8 | 36.4% | 33.6% | 1.19% | +23.4% | +37.5% | 57.8 | 6.4 |
| ADX | $3.1B | 99 | 40.5% | 15.1 | 4.1 | 4.0 | 31.1% | 26.4% | 1.41% | +24.4% | +39.6% | 57.4 | 6.2 |