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EKSAX vs VWIAX
EKSAX vs VWIAX Comparison
Open Charts EKSAX vs VWIAX
Allspring Diversified Income Bldr A
Price$6.20
Change+$0.01 (+0.16%)
VolumeN/A
Net Assets341.76M
Vanguard Wellesley® Income Admiral™
Price$61.44
Change-$0.03 (-0.05%)
VolumeN/A
Net Assets48.1B
EKSAX vs VWIAX Comparison Chart
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EKSAX vs. VWIAX commentary
Jun 07, 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: 48.1B vs. EKSAX (342M). EKSAX pays higher dividends than VWIAX: EKSAX (5.67) vs VWIAX (3.72). 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 : 9.08 vs. VWIAX (2.80). EKSAX return over 5 years is better than : 30.18 vs. VWIAX (1.30).
| 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 | 4.836 | 3.137 | 154% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 342M | 48.1B | 1% |
| Annual Yield % from dividends | 5.67 | 3.72 | 152% |
| Returns for 1 year | 9.08 | 2.80 | 325% |
| Returns for 3 years | 25.73 | 0.67 | 3,818% |
| Returns for 5 years | 30.18 | 1.30 | 2,316% |
| Returns for 10 years | 47.17 | 21.57 | 219% |
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