Ad is loading...
EKSCX vs VWIAX
EKSCX vs VWIAX Comparison
Open Charts EKSCX vs VWIAX
Allspring Diversified Income Bldr C
Price$6.09
Change+$0.01 (+0.16%)
VolumeN/A
Net Assets335.28M
Vanguard Wellesley® Income Admiral™
Price$60.50
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets48.05B
EKSCX vs VWIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
EKSCX vs. VWIAX commentary
May 11, 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 EKSCX is a StrongBuy and VWIAX is a Buy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 48B vs. EKSCX (335M). EKSCX pays higher dividends than VWIAX: EKSCX (4.97) vs VWIAX (3.76). EKSCX was incepted earlier than VWIAX: EKSCX (32 years) vs VWIAX (24 years). EKSCX (1.94) is less costly to investors than VWIAX (0.16). EKSCX is a more actively managed with annual turnover of: 67.00 vs. VWIAX (59.00). EKSCX has a lower initial minimum investment than VWIAX: EKSCX (1000) vs VWIAX (50000). EKSCX annual gain was more profitable for investors over the last year : 6.84 vs. VWIAX (1.87). EKSCX return over 5 years is better than : 28.77 vs. VWIAX (4.74).
| EKSCX | VWIAX | EKSCX / VWIAX | |
| Total Expense Ratio | 1.70 | 0.16 | 1,063% |
| Annual Report Gross Expense Ratio | 1.94 | 0.16 | 1,213% |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 1.607 | 1.492 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 335M | 48B | 1% |
| Annual Yield % from dividends | 4.97 | 3.76 | 132% |
| Returns for 1 year | 6.84 | 1.87 | 366% |
| Returns for 3 years | 21.65 | 1.47 | 1,469% |
| Returns for 5 years | 28.77 | 4.74 | 607% |
| Returns for 10 years | 32.97 | 18.28 | 180% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers