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EKSRX vs VWINX
EKSRX vs VWINX Comparison
Open Charts EKSRX vs VWINX
Allspring Diversified Income Bldr R6
Price$6.23
Change-$0.01 (-0.16%)
VolumeN/A
Net Assets364.68M
Vanguard Wellesley® Income I
Price$26.05
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets48.31B
EKSRX vs VWINX Comparison Chart in %
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EKSRX vs. VWINX commentary
Aug 16, 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 Buy and VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.3B vs. EKSRX (365M). EKSRX pays higher dividends than VWINX: EKSRX (5.89) vs VWINX (3.51). EKSRX was incepted earlier than VWINX: EKSRX (7 years) vs VWINX (55 years). EKSRX (0.77) is less costly to investors than VWINX (0.23). EKSRX is a more actively managed with annual turnover of: 67.00 vs. VWINX (59.00). EKSRX has a lower initial minimum investment than VWINX: EKSRX (0) vs VWINX (3000). EKSRX annual gain was more profitable for investors over the last year : 12.78 vs. VWINX (3.46). EKSRX return over 5 years is better than : 35.35 vs. VWINX (3.25).
| EKSRX | VWINX | EKSRX / VWINX | |
| Total Expense Ratio | 0.53 | 0.23 | 230% |
| Annual Report Gross Expense Ratio | 0.77 | 0.23 | 335% |
| Fund Existence | 7 years | 55 years | - |
| Gain YTD | 10.199 | 6.576 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 365M | 48.3B | 1% |
| Annual Yield % from dividends | 5.89 | 3.51 | 168% |
| Returns for 1 year | 12.78 | 3.46 | 370% |
| Returns for 3 years | 32.29 | 4.05 | 797% |
| Returns for 5 years | 35.35 | 3.25 | 1,089% |
| Returns for 10 years | N/A | 24.45 | - |
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