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EKSCX vs VWINX
EKSCX vs VWINX Comparison
Open Charts EKSCX vs VWINX
Allspring Diversified Income Bldr C
Price$6.09
Change+$0.01 (+0.16%)
VolumeN/A
Net Assets335.28M
Vanguard Wellesley® Income I
Price$24.97
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets48.05B
EKSCX vs VWINX Comparison Chart
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EKSCX vs. VWINX 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 VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48B vs. EKSCX (335M). EKSCX pays higher dividends than VWINX: EKSCX (4.97) vs VWINX (3.69). EKSCX was incepted earlier than VWINX: EKSCX (32 years) vs VWINX (55 years). EKSCX (1.94) is less costly to investors than VWINX (0.23). EKSCX is a more actively managed with annual turnover of: 67.00 vs. VWINX (59.00). EKSCX has a lower initial minimum investment than VWINX: EKSCX (1000) vs VWINX (3000). EKSCX annual gain was more profitable for investors over the last year : 6.84 vs. VWINX (1.80). EKSCX return over 5 years is better than : 28.77 vs. VWINX (4.50).
| EKSCX | VWINX | EKSCX / VWINX | |
| Total Expense Ratio | 1.70 | 0.23 | 739% |
| Annual Report Gross Expense Ratio | 1.94 | 0.23 | 843% |
| Fund Existence | 32 years | 55 years | - |
| Gain YTD | 1.607 | 1.453 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 335M | 48B | 1% |
| Annual Yield % from dividends | 4.97 | 3.69 | 135% |
| Returns for 1 year | 6.84 | 1.80 | 379% |
| Returns for 3 years | 21.65 | 1.34 | 1,617% |
| Returns for 5 years | 28.77 | 4.50 | 639% |
| Returns for 10 years | 32.97 | 17.79 | 185% |
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