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Compare funds: Vanguard Wellesley Income Inv (VWINX) Fund, Berwyn Income (BERIX) Fund


See details behind Vanguard Wellesley Income Inv (VWINX) Fund and Berwyn Income (BERIX) Fund

Vanguard Wellesley Income InvBerwyn Income
Fund Mojo Score0.820.72
Fund Manager Tenure8.3 years10.5 years
Fund CategoryAllocation--30% to 50% EquityAllocation--30% to 50% Equity
Fund Management Fee0.23%0.64%
Additional 12b1 marketing Fee0%0%
Fund Load0% (front), 0% (back)0% (front), 0% (back)
Fund Initial Investment3,0001,000
Fund Turnover59.00%45.00%
Fund Year-to-Date Performance5.33%4.25%
Fund One-Year Performance4.93%0.44%
Fund Three-Year Performance6.19%4.23%
Fund Five-Year Performance7.41%5.21%
Click here for details on Vanguard Wellesley Income Inv (VWINX)Click here for details on Berwyn Income (BERIX)