Compared to VWIUX, VWALX bears more interest rate and solvency risk. Get FREE ETF investing Updates, Insights and more in your inbox! Get the lastest Fund Profile for Vanguard Wellesley Income Fund Admiral Shares from Zacks Investment Research VWALX. Includes 155 mutual funds within the Vanguard Mutual Funds family, along with analysis of where to find a similar return from other funds. Tax-exempt interest dividends by state for Vanguard municipal bond funds and Vanguard Tax-Managed Balanced Fund Important tax information for 2019 You may also want to check out the following VWIUX comparisons that investors often look for on Finny. Tax information for Vanguard funds. Re: VWALX vs VWIUX or VNYTX. September 2014 edited September 2014. Unsystematic risk is the risk that events specific to Vanguard Wellesley or Vanguard sector will adversely affect the stock's price. The average durations are 5.9 (VTEB) and 5.3 years (VWIUX), so they have similar sensitivity to interest rate changes. VWITX | A complete Vanguard Intermediate-Term Tax-Exempt Fund;Investor mutual fund overview by MarketWatch. Both VWITX and VWIUX are mutual funds. For stocks its hard to beat VTWAX (total world stock index). VWALX's price moves up and down slightly more than VWLUX and its payout is slightly more than the long-term fund. Vanguard High-Yield Tax-Exempt Fund Admiral Shares Inst (VWALX) Related Funds - discover similar funds, compare dividends and return. Investment Objective The investment seeks a moderate and sustainable level of current income that is exempt from federal personal income taxes. Chart. Vanguard vs Vanguard comparative analysis provides an insight into diversification possibilities from combining Vanguard and Vanguard into the same portfolio. Post by grabiner » Sat Mar 23, 2019 2:35 am In your tax bracket, I would probably have a slight preference for holding stocks in a … This fund has a pretty low expense ratio and self-balances. See Vanguard High Yield Tax Exempt Fund (VWALX) mutual fund ratings from all the top fund analysts in one place. VWITX vs VWIUX. Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Monday through Friday 8 a.m. to 8 p.m., Eastern time View mutual fund news, mutual fund market and mutual fund interest rates. Find investment opportunities by comparing VWALX vs VWIUX. Start a free trial. VWIUX and VWALX have the same expense ratio (0.09%). VWIUX=2.12% muni VWALX=3.32%higher yield muni VICSX=3.35% corporate. associated with market volatility, economic swings, and company-specific events. VWALX | A complete Vanguard High-Yield Tax-Exempt Fund;Admiral mutual fund overview by MarketWatch. Below is the comparison between VWIUX and VWALX. Find the latest Vanguard High-Yield Tax-Exempt (VWALX) stock quote, history, news and other vital information to help you with your stock trading and investing. Tax-exempt interest dividends by state for Vanguard municipal bond funds and Vanguard Tax-Managed Balanced Fund Important tax information for 2017 VWIAX: Vanguard Wellesley Income Fund Admiral Shares - Fund Profile. Upgrade to remove this ad. Compare momentum and price performance. The Intermediate-Term Tax-Exempt Admiral Shares fund is a mutual fund within the Vanguard Mutual Funds family. View, Sponsored content. VWALX vs VWIUX. Below is the comparison between VWITX and VWIUX. Texas 15.3% New York 14.5 Illinois 5.9 California 5.9 Pennsylvania 5.6 Maryland 3.9 Georgia 3.7 Massachusetts 3.7 New Jersey 3.6 Ohio 3.2 Florida 2.8 Find the latest Vanguard Intermediate-Term Tax- (VWIUX) stock quote, history, news and other vital information to help you with your stock trading and investing. If my timeline was 5 years, I'd stick with VWIUX. The Fund seeks to provide investment in municipal debt issues with average maturities of 7 to 12 years. Get Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX:NASDAQ) real-time stock quotes, news and financial information from CNBC. OregonDan. Below is the comparison between VWALX and VWIUX. Go ad free! Get the lastest Fund Profile for Vanguard High-Yield Corporate Fund Admiral Shares from Zacks Investment Research Find funds related to Vanguard High-Yield Tax-Exempt Fund Admiral Shares by Mutual Fund sector and Mutual Fund family. However, if I add to IG going forward, that ratio will drift down. VWALX is relatively risky for a savings account. Check out, Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk Both VWIUX and VWALX are mutual funds. VTEB, The Vanguard Tax-exempt bond ETF, would be a fine choice for a taxable account, quite similar to VWIUX (Vanguard Intermediate Tax Exempt Bond Fund). It's hard to argue with this. I use vwiux (intermediate term instead of long term) in my taxable account. Vanguard High-Yield Tax-Exempt Adm (VWALX) Vanguard Inflation-Protected Secs Adm (VAIPX) Vanguard Inflation-Protected Secs Instl (VIPIX) ... (VWIUX) Vanguard Interm-Term Tx-Ex Inv (VWITX) Vanguard Interm-Tm Corp Bd Idx ETF (VCIT) Vanguard Interm-Tm Corp Bd Idx Instl (VICBX) View mutual fund news, mutual fund market and mutual fund interest rates. VWALX has a higher 5-year return than VWIUX (4.63% vs 3.43%). VWEAX: Vanguard High-Yield Corporate Fund Admiral Shares - Fund Profile. vs. Category. I have made two buys of VWIUX in the last two days, and will keep building. Both VWALX and VWIUX are mutual funds. I live in a state income tax free state to avoid state tax. Holding muni bonds in a tax deferred or tax free account (IRA, ROTH IRA, 401-K, ROTH 401-K) generally is NOT a good idea, as the accounts are already not being taxed. See Vanguard Intermediate-Term Tax-Exempt Fd … The Fund invests at least 80% of its assets in longer-term, investment-grade municipal bonds, with ratings of Baa or higher, and up to 20% in bonds that are rated less than Baa or are unrated. Vanguard vs Vanguard comparative analysis provides an insight into diversification possibilities from combining Vanguard and Vanguard into the same portfolio. VWALX and VWIUX have the same expense ratio (0.09%). VWIUX. In my tax deferred/ tax free accounts, I hold ONLY regular (or taxable) bonds/ bond funds, to get the higher yield. You can use this module to analyze the comparative aspects of Vanguard and Vanguard across most of their technical and fundamental indicators. As the information becomes available, we'll update this page with 2020 state-specific tax information for Vanguard Municipal Bond Funds, as well as how the Indiana and … If you're already a Vanguard client: Call 800-888-3751. vs. S&P 500. My ratio of HY:IG (as measured by PHMIX+VWALX : PFMIX+VWIUX) is around 5:1, so I am way HY-lopsided compared to you. There are 28 other funds we track which provide a return similar to VWIUX. The Tax Managed Capital Appreciate fund is basically VV, Tax Managed Balance is 50% VWIUX – you are better off own VV and VWIUX – that way you will get 100% QDI. VWITX has a higher expense ratio than VWIUX (0.17% vs 0.09%). But VWALX holds a small … Get information on year-end fund distributions, U.S. government obligations, qualified dividend income, and much more. At the 24% tax bracket you should look at investing in muni funds – 40% of my portfolio is VTEB, VWIUX, VWALX. You may also want to check out the following VWALX comparisons that investors often look for on Finny, Tax Exempt Fixed Income: Muni National Interm, SOUTHEAST ALA GAS SUPPLY DIST GAS SUPPLY REV, PUERTO RICO SALES TAX FING CORP SALES TAX REV, KENTUCKY INC KY PUB ENERGY AUTH GAS SUPLLY REV, METROPOLITAN WASH D C ARPTS AUTH DULLES TOLL RD REV, TEXAS PRIVATE ACTIVITY BD SURFACE TRANSN CORP REV, NEW MEXICO MUN ENERGY ACQUISITION AUTH GAS SUPPLY REV, SAN FRANCISCO CALIF CITY & CNTY ARPTS COMMN INTL ARPT REV, VIRGINIA SMALL BUSINESS FING AUTH PRIVATE ACTIVITY REV, MISSOURI ST HEALTH & EDL FACS AUTH HEALTH FACS REV. The Fund seeks to provide high current income that is exempt from federal income taxes and to preserve investors' principal. The current sec ylds are 2.29% vrs. VWITX has a lower 5-year return than VWIUX (3.56% vs 3.65%). Here you'll find fund-specific tax information to help you prepare your tax returns. Learn about VWIUX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. VWALX - Get the latest information on Vanguard High-Yield Tax-Exempt Fund Admiral Shares including quotes, interactive charts and more. 1.26% . 7-day free trial: Get unlimited comparisons, and stock, ETF and mutual fund analyses for just $15 a month, without ads. VWIUX average credit = AA VICSX average credit = Baa … Using 2013 as a backward stress test ( Detroit and Puerto Rico), VWALX lost 7% it's value. VWIUX has a lower 5-year return than VWALX (3.62% vs 4.92%). The current difference between SEC and distribution yields are 1.17% for Vanguard Intermediate Muni (VWIUX) and 1.26% for High Yield Muni (VWALX) (there is no stated distribution yield for Long-Term Muni (VWLUX)). Please use the input box below to enter a few concurrent symbols you would like to analyze. Within the Vanguard Mutual Funds family of funds, the most positively correlated other funds are California Intermediate-Term Tax-Exempt Admiral Shares, Pennsylvania Long-Term Tax-Exempt Admiral … See Vanguard Intermediate-Term Tax-Exempt Fd (VWIUX) mutual fund ratings from all the top fund analysts in one place. Learn about VWALX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. VWALX behaves more like the long-term muni fund, VWLUX. That is why I used the yield curve for the same credit and same maturity. You are comparing apples to oranges. With this comparative module, you can estimate the relative strength of Vanguard against Vanguard. Durations are 6.3 years for VWALX and 4.7 years for VWIUX. Tax-exempt interest dividends by state for Vanguard municipal bond funds and Vanguard Tax-Managed Balanced Fund Important tax information for 2018