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EKSAX vs VWIAX
EKSAX vs VWIAX Comparison
Open Charts EKSAX vs VWIAX
Allspring Diversified Income Bldr A
Price$6.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets332.04M
Vanguard Wellesley® Income Admiral™
Price$60.29
Change+$0.54 (+0.90%)
VolumeN/A
Net Assets48.9B
EKSAX vs VWIAX Comparison Chart
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EKSAX vs. VWIAX commentary
Apr 25, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is EKSAX is a StrongBuy and VWIAX is a Buy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 48.9B vs. EKSAX (332M). EKSAX pays higher dividends than VWIAX: EKSAX (5.56) vs VWIAX (3.73). EKSAX was incepted earlier than VWIAX: EKSAX (38 years) vs VWIAX (24 years). EKSAX (1.19) is less costly to investors than VWIAX (0.16). EKSAX is a more actively managed with annual turnover of: 67.00 vs. VWIAX (59.00). EKSAX has a lower initial minimum investment than VWIAX: EKSAX (1000) vs VWIAX (50000). EKSAX annual gain was more profitable for investors over the last year : 8.03 vs. VWIAX (2.65). EKSAX return over 5 years is better than : 33.03 vs. VWIAX (2.97).
| EKSAX | VWIAX | EKSAX / VWIAX | |
| Total Expense Ratio | 0.95 | 0.16 | 594% |
| Annual Report Gross Expense Ratio | 1.19 | 0.16 | 744% |
| Fund Existence | 38 years | 24 years | - |
| Gain YTD | 0.650 | 0.251 | 259% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 332M | 48.9B | 1% |
| Annual Yield % from dividends | 5.56 | 3.73 | 149% |
| Returns for 1 year | 8.03 | 2.65 | 303% |
| Returns for 3 years | 18.36 | -1.93 | -950% |
| Returns for 5 years | 33.03 | 2.97 | 1,110% |
| Returns for 10 years | 40.16 | 15.34 | 262% |
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