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EKSAX vs VWINX
EKSAX vs VWINX Comparison
Open Charts EKSAX vs VWINX
Allspring Diversified Income Bldr A
Price$6.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets332.04M
Vanguard Wellesley® Income I
Price$24.89
Change+$0.22 (+0.89%)
VolumeN/A
Net Assets48.9B
EKSAX vs VWINX Comparison Chart
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EKSAX vs. VWINX 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 VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.9B vs. EKSAX (332M). EKSAX pays higher dividends than VWINX: EKSAX (5.56) vs VWINX (3.66). EKSAX was incepted earlier than VWINX: EKSAX (38 years) vs VWINX (55 years). EKSAX (1.19) is less costly to investors than VWINX (0.23). EKSAX is a more actively managed with annual turnover of: 67.00 vs. VWINX (59.00). EKSAX has a lower initial minimum investment than VWINX: EKSAX (1000) vs VWINX (3000). EKSAX annual gain was more profitable for investors over the last year : 8.03 vs. VWINX (2.62). EKSAX return over 5 years is better than : 33.03 vs. VWINX (2.78).
| EKSAX | VWINX | EKSAX / VWINX | |
| Total Expense Ratio | 0.95 | 0.23 | 413% |
| Annual Report Gross Expense Ratio | 1.19 | 0.23 | 517% |
| Fund Existence | 38 years | 55 years | - |
| Gain YTD | 0.650 | 0.234 | 278% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 332M | 48.9B | 1% |
| Annual Yield % from dividends | 5.56 | 3.66 | 152% |
| Returns for 1 year | 8.03 | 2.62 | 306% |
| Returns for 3 years | 18.36 | -2.03 | -902% |
| Returns for 5 years | 33.03 | 2.78 | 1,189% |
| Returns for 10 years | 40.16 | 14.90 | 270% |
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