John cycling
Healthy Person
- Location
- Central Coast California
anyone who thinks wellesly is not a top notch fund for a retiree should not be commenting on what is good or bad about it on a retirement forum .
The Wellesly income fund VWINX is right now at 20.090 per share. <--
It was higher at 20.070 in December of 1995, and even higher at 23.170 in November of 1997.
That doesn't even consider the huge inflation since that time. Any fund like Wellesly is not one that I would invest in.
Comparing the Wellesly income fund VWINX with dividends reinvested, and the Vanguard Total Stock Market Fund VTI from 2002 to the present with an initial investment of $100k shows a CAGR (compound annual growth rate) of 7.15% $398k for Wellesly and 9.91% $662k for Vanguard.
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