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EKSAX vs VWIAX
EKSAX vs VWIAX Comparison
Open Charts EKSAX vs VWIAX
Allspring Diversified Income Bldr A
Price$6.54
Change-$0.02 (-0.30%)
VolumeN/A
Net Assets361.4M
Vanguard Wellesley® Income Admiral™
Price$63.93
Change+$0.07 (+0.11%)
VolumeN/A
Net Assets49.02B
EKSAX vs VWIAX Comparison Chart in %
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EKSAX vs. VWIAX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 49B vs. EKSAX (361M). EKSAX pays higher dividends than VWIAX: EKSAX (5.17) vs VWIAX (3.48). EKSAX was incepted earlier than VWIAX: EKSAX (39 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 : 13.58 vs. VWIAX (3.48). EKSAX return over 5 years is better than : 35.29 vs. VWIAX (5.02).
| EKSAX | VWIAX | EKSAX / VWIAX | |
| Total Expense Ratio | 0.95 | 0.16 | 594% |
| Annual Report Gross Expense Ratio | 1.19 | 0.16 | 744% |
| Fund Existence | 39 years | 24 years | - |
| Gain YTD | 12.875 | 8.496 | 152% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 361M | 49B | 1% |
| Annual Yield % from dividends | 5.17 | 3.48 | 149% |
| Returns for 1 year | 13.58 | 3.48 | 390% |
| Returns for 3 years | 46.70 | 16.45 | 284% |
| Returns for 5 years | 35.29 | 5.02 | 703% |
| Returns for 10 years | 64.12 | 28.04 | 229% |
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