VANGUARD WELLESLEY INCOME FUND (VWIAX)

Average metrics of all companies in portfolio

Last updated: Nov 01, 2026

Market
Average

Market Cap The market value of the company. It's calculated by multiplying the share price by the number of outstanding shares.	$21.7T	-
Dividend Yield Yearly payout to shareholders per share. The percentage indicates the payout in relation to the share price.	2.26%	1.23%
Beta Indicates the relationship between the price performance of a share and the market.	0.77	-
P/E Ratio Ratio between share price and earnings per share. A low ratio could indicate that the stock is undervalued or investors aren't expecting high growth. A high ratio could indicate that the stock is overvalued or investors are expecting high growth.	27.7	33.69
Negative P/E Ratio a negative P/E ratio shows that the company is not profitable, and it shows how many years it would take the company to lose its entire market capitalisation if it did not change anything	-41.18	-
Profitable Companies	98%	-
PEG The ratio between the P/E ratio and the growth rate of the company's earnings per share in the last twelve months. A lower PEG could mean that a stock is undervalued.	29.83	12.63
Price to Sales Ratio Market cap divided by the revenue in the most recent year.	9.33	5.86
Price to Book Ratio Price to Book Ratio is the Market cap divided by the Book value of the company	6.34	6.36

Market
Average

Enterprise Value to EBIT Enterprise Value divided by EBIT	26.4	9.18
Enterprise Value to Revenue Enterprise value divided by revenue	7.57	3.88
Total Debt to Enterprise Value Total debt divided by enterprise value	0.24	0.06
Debt to Equity A higher ratio indicates a higher risk. However, the ratio is difficult to compare between industries where common amounts of debt vary.	0.99	-0.65
Profit Margin Net income divided by revenue of the last 4 quarters. It indicates the company's profitability.	15.79%	25.00%
Quarterly Earnings Growth (YoY) The rate at which the company's net income has increased to the same quarter one year ago.	+31.7%	+54.2%
Return on Equity Equity divided by market cap.	17.37%	24.61%
Return on Assets Indicates a company's profitability in relation to its total assets.	6.26%	15.56%
Return on Invested Capital Return on invested capital (ROIC) is net income after dividends divided by the sum of debt and equity. It shows how effective a company is at turning capital invested by shareholders and other debtholders into profits.	12.03%	26.06%

Limit holdings to companies in a single sector.

$0B >$1T

Ratio between share price and earnings per share. A low ratio could indicate undervaluation.

<0 >50

Ratio of dividends in the last 12 months to current share price.

0% 3%

Revenue increase compared to the same quarter one year ago.

0% 30%

Net income increase compared to the same quarter one year ago.

0% 30%

Profitability of the last quarter.

<-30% >30%

A higher ratio indicates a higher risk. The ratio is difficult to compare between industries.

<0 >3

Discounted cash flow valuation vs. current price. Positive = undervalued, negative = overvalued.

<-50% >+100%

Market Cap

P/E Ratio

Total Investment

Weight

Broadcom Inc - 8% PRF CONVERT 30/09/2022 USD 1000 - Ser A

AVGOP - Manufacturing

Market Cap $1.4T

P/E Ratio 36.4

Dividends 0.9%

Total Investment $1.45B

Weight 3.04%

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Merck & Co Inc

MRK - Manufacturing

Market Cap $80.28B

P/E Ratio 149.7

Dividends 2.3%

Total Investment $541M

Weight 1.14%

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Diamondback Energy Inc

FANG - Mining, Quarrying, and Oil and Gas Extraction

Market Cap $50.11B

P/E Ratio 24.5

Dividends 2.4%

Total Investment $523.62M

Weight 1.10%

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Johnson & Johnson

JNJ - Manufacturing

Market Cap $870.39B

P/E Ratio 41.9

Dividends 1.9%

Total Investment $405.67M

Weight 0.85%

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Bank Of America Corp.

BAC - Finance and Insurance

Market Cap $309.37B

P/E Ratio 11.6

Dividends 2.3%

Total Investment $398.84M

Weight 0.84%

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Huntington Bancshares, Inc.

HBAN - Finance and Insurance

Market Cap $32.17B

P/E Ratio 12.0

Dividends 4.0%

Total Investment $368.92M

Weight 0.78%

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Unilever plc - ADR

UL - Consumer Non-Durables

Market Cap $108.47B

P/E Ratio 13.9

Dividends 3.3%

Total Investment $346.01M

Weight 0.73%

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Keurig Dr Pepper Inc

KDP - Manufacturing

Market Cap $51.44B

P/E Ratio 33.2

Dividends 2.5%

Total Investment $322.27M

Weight 0.68%

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M & T Bank Corp

MTB - Finance and Insurance

Market Cap $32.03B

P/E Ratio 11.3

Dividends 2.8%

Total Investment $295.27M

Weight 0.62%

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American Electric Power Company Inc.

AEP - Utilities

Market Cap $62B

P/E Ratio 20.5

Dividends 3.0%

Total Investment $288.26M

Weight 0.61%

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Cisco Systems, Inc.

CSCO - Manufacturing

Market Cap $560.78B

P/E Ratio 27.9

Dividends 1.8%

Total Investment $275.71M

Weight 0.58%

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CVS Health Corp

CVS - Retail Trade

Market Cap $25.44B

P/E Ratio 9.7

Dividends 3.2%

Total Investment $270.31M

Weight 0.57%

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Crown Castle Inc

CCI - Finance and Insurance

Market Cap $37.15B

P/E Ratio 36.9

Dividends 4.8%

Total Investment $260.61M

Weight 0.55%

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T-Mobile US Inc

TMUS - Information

Market Cap $22.16B

P/E Ratio 15.6

Dividends 2.5%

Total Investment $259.16M

Weight 0.55%

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Ferguson Enterprises Inc.

FERG - Real Estate and Rental and Leasing

Market Cap $45.21B

P/E Ratio 22.3

Dividends 1.5%

Total Investment $254.74M

Weight 0.54%

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Williams Cos Inc

WMB - Transportation and Warehousing

Market Cap $72.26B

P/E Ratio 25.1

Dividends 3.2%

Total Investment $246.61M

Weight 0.52%

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NXP Semiconductors NV

NXPI - Manufacturing

Market Cap $55.85B

P/E Ratio 19.4

Dividends 1.6%

Total Investment $242.95M

Weight 0.51%

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Dicks Sporting Goods, Inc.

DKS - Retail Trade

Market Cap $12.52B

P/E Ratio 14.9

Dividends 3.5%

Total Investment $239.01M

Weight 0.50%

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CME Group Inc - Ordinary Shares - Class A

CME - Finance and Insurance

Market Cap $109.91B

P/E Ratio 25.0

Dividends 3.7%

Total Investment $238.17M

Weight 0.50%

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Automatic Data Processing Inc.

ADP - Information

Market Cap $119.65B

P/E Ratio 26.8

Dividends 2.2%

Total Investment $236.58M

Weight 0.50%

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Manufacturing	16.7%
Finance and Insurance	15.5%
Utilities	4.7%
Information	3.0%
Financial Services	2.5%
Retail Trade	2.0%
Finance	2.0%
Mining, Quarrying, and Oil and Gas Extraction	2.0%
Transportation and Warehousing	1.5%
Consumer Non-Durables	1.0%
Health Technology	0.8%
Wholesale Trade	0.6%
Real Estate and Rental and Leasing	0.5%
Industrials	0.5%
Accommodation and Food Services	0.2%
Administrative and Support and Waste Management and Remediation Services	0.1%
Professional, Scientific, and Technical Services	0.1%
Other	46.3%

United States	87.0%
Other	13.0%

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Average metrics of all companies in portfolio

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