VGWIX Stock: Vanguard Global Wellesley Income Fund Investor Shares Stock Price, Analysis & Insights
Get live VGWIX stock price $24.29, comprehensive Vanguard Global Wellesley Income Fund Investor Shares stock analysis, charts, news, and expert forecast. Real-time VGWIX stock data and investment insights.
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Vanguard Global Wellesley Income Fund Investor Shares (VGWIX) Overview
Vanguard Global Wellesley Income Fund Investor Shares (VGWIX) is a publicly traded company in the Financial Services sector , specifically within the Asset Management - Income industry . As of the latest trading session, VGWIX trades at $24.29 with a market capitalization of 752.26M . Over the past 52 weeks, VGWIX has traded between $22.50 and $24.58 , with the current price positioned at appro...
Key Takeaways
- Operates in the Financial Services sector (Asset Management - Income)
- Market cap: 752.26M
- Current price: $24.29
- 52-week range: $22.50 - $24.58
- P/E ratio: 17.15
Investment Score
A systematic tri-factor framework that integrates valuation, business quality, and market momentum into one investment signal. This helps investors triage opportunities faster, while surfacing risk regimes that may require tighter position sizing or deeper due diligence.
Score unavailable for this asset.
0-39
Defensive posture
40-54
Mixed / wait for confirmation
55-69
Constructive setup
70-100
Attractive zone
Total Score
Value
Cheapness vs fundamentals and cash generation
Quality
Durability of profitability and balance sheet
Momentum
Price trend strength and persistence
Company Overview
This income-focused balanced fund strategically diversifies investments across U.S. and international stocks as well as high-quality bonds. Uniquely, for a balanced portfolio, it allocates a significant portion—roughly two-thirds—to bonds, with the r...
Company Information
- CEO
- Sector
- Financial Services
- Industry
- Asset Management - Income
- Employees
- N/A
Contact Information
- Address
- Vanguard Health Care
- Country
- US
Investment Analysis & Business Insights
Investment Highlights
✓ Strong presence in the Financial Services sector with established market position
✓ Listed on major US exchange (NASDAQ) providing liquidity and transparency
✓ Valuation metrics suggest potential value opportunity (P/E: 17.1)
✓ Lower volatility stock (Beta: 0.62) may provide portfolio stability
Important Investment Considerations
- ⚠All investments carry risk, including potential loss of principal for Vanguard Global Wellesley Income Fund Investor Shares shareholders
- ⚠Market volatility can significantly impact stock price, especially for smaller companies
- ⚠Sector-specific risks in Financial Services may affect company performance
- ⚠Past performance does not guarantee future results for Vanguard Global Wellesley Income Fund Investor Shares
- ⚠Investors should consider how Vanguard Global Wellesley Income Fund Investor Shares fits within their overall portfolio allocation
Market Cap
752.26M
P/E Ratio (TTM)
17.15
Beta
0.62
Data Sources & Methodology
Financial data on this page is sourced from verified SEC EDGAR filings (10-K, 10-Q, 8-K reports), real-time market data providers, and official company disclosures. All analysis is generated using AI models trained exclusively on reliable financial documents. For detailed information about our data sources and methodology, see our Methodology page.Not investment advice.
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About Financial Services Sector
The Financial Services sector includes companies that provide banking, insurance, investment, and other financial services to consumers and businesses.
Financial Services (1D)
81/100 ⭐⭐⭐⭐⭐
- Overall
- +0.4%
- NYSE
- +0.5%
- NASDAQ
- +0.4%
| Sector | 1D | 1W | 1M | P/E | Score |
|---|---|---|---|---|---|
| Financial Services | +0.4% | +1.9% | +1.9% | 19.6 | 81/100⭐⭐⭐⭐⭐ |
| Healthcare | +1.3% | -1.1% | +2.2% | 30.6 | 72/100⭐⭐⭐⭐⭐ |
| Industrials | +3.1% | -2.1% | +3.7% | 43.2 | 66/100⭐⭐⭐⭐ |
| Technology | +3.3% | -3.9% | +4.1% | 51.3 | 63/100⭐⭐⭐⭐ |
| Communication Services | +0.1% | -1.6% | +1.4% | 22.0 | 61/100⭐⭐⭐⭐ |
| Basic Materials | +1.8% | -2.4% | +0.2% | 27.4 | 52/100⭐⭐⭐ |
| Consumer Defensive | -0.7% | +1.6% | -2.9% | 31.0 | 37/100⭐⭐ |
| Consumer Cyclical | +1.8% | -1.4% | -0.3% | 54.8 | 34/100⭐⭐ |
| Real Estate | -0.2% | -1.1% | -1.2% | 49.5 | 34/100⭐⭐ |
| Energy | -1.6% | -7.5% | +0.2% | 36.1 | 27/100⭐⭐ |
| Utilities | +0.9% | -4.1% | -5.7% | 25.8 | 22/100⭐ |
Sector returns combine NYSE and NASDAQ averages. P/E is the latest blended sector multiple. Sector score ranks each sector vs peers using percentile ranks (not fixed thresholds): 48% 1M + 24% 1W + 8% 1D + 20% P/E (lower P/E ranks higher). Data as of 2026-06-12.