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EKSRX vs VWIAX
EKSRX vs VWIAX Comparison
Open Charts EKSRX vs VWIAX
Allspring Diversified Income Bldr R6
Price$6.21
Change+$0.03 (+0.49%)
VolumeN/A
Net Assets362.58M
Vanguard Wellesley® Income Admiral™
Price$63.91
Change+$0.21 (+0.33%)
VolumeN/A
Net Assets49.02B
EKSRX vs VWIAX Comparison Chart in %
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EKSRX vs. VWIAX commentary
Sep 06, 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 EKSRX is a StrongBuy and VWIAX is a Buy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 49B vs. EKSRX (363M). EKSRX pays higher dividends than VWIAX: EKSRX (5.79) vs VWIAX (3.50). EKSRX was incepted earlier than VWIAX: EKSRX (7 years) vs VWIAX (24 years). EKSRX (0.77) is less costly to investors than VWIAX (0.16). EKSRX is a more actively managed with annual turnover of: 67.00 vs. VWIAX (59.00). EKSRX has a lower initial minimum investment than VWIAX: EKSRX (0) vs VWIAX (50000). EKSRX annual gain was more profitable for investors over the last year : 12.16 vs. VWIAX (2.77). EKSRX return over 5 years is better than : 35.27 vs. VWIAX (4.38).
| EKSRX | VWIAX | EKSRX / VWIAX | |
| Total Expense Ratio | 0.53 | 0.16 | 331% |
| Annual Report Gross Expense Ratio | 0.77 | 0.16 | 481% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 10.132 | 7.551 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 363M | 49B | 1% |
| Annual Yield % from dividends | 5.79 | 3.50 | 165% |
| Returns for 1 year | 12.16 | 2.77 | 439% |
| Returns for 3 years | 39.56 | 10.36 | 382% |
| Returns for 5 years | 35.27 | 4.38 | 805% |
| Returns for 10 years | N/A | 28.82 | - |
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