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EKSRX vs VWINX
EKSRX vs VWINX Comparison
Open Charts EKSRX vs VWINX
Allspring Diversified Income Bldr R6
Price$6.21
Change+$0.03 (+0.49%)
VolumeN/A
Net Assets362.58M
Vanguard Wellesley® Income I
Price$26.38
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets49.02B
EKSRX vs VWINX Comparison Chart in %
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EKSRX vs. VWINX 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 VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 49B vs. EKSRX (363M). EKSRX pays higher dividends than VWINX: EKSRX (5.79) vs VWINX (3.44). 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 : 12.16 vs. VWINX (2.70). EKSRX return over 5 years is better than : 35.27 vs. VWINX (4.12).
| 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 | 10.132 | 7.475 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 363M | 49B | 1% |
| Annual Yield % from dividends | 5.79 | 3.44 | 169% |
| Returns for 1 year | 12.16 | 2.70 | 451% |
| Returns for 3 years | 39.56 | 10.18 | 389% |
| Returns for 5 years | 35.27 | 4.12 | 857% |
| Returns for 10 years | N/A | 28.28 | - |
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