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EKSYX vs VWINX
EKSYX vs VWINX Comparison
Open Charts EKSYX vs VWINX
Allspring Diversified Income Bldr Inst
Price$6.13
Change+$0.01 (+0.16%)
VolumeN/A
Net Assets352.54M
Vanguard Wellesley® Income I
Price$25.78
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets48.1B
EKSYX vs VWINX Comparison Chart in %
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EKSYX vs. VWINX commentary
Jul 04, 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 EKSYX is a Buy and VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.1B vs. EKSYX (353M). EKSYX pays higher dividends than VWINX: EKSYX (5.93) vs VWINX (3.51). EKSYX was incepted earlier than VWINX: EKSYX (28 years) vs VWINX (55 years). EKSYX (0.87) is less costly to investors than VWINX (0.23). EKSYX is a more actively managed with annual turnover of: 67.00 vs. VWINX (59.00). VWINX has a lower initial minimum investment than EKSYX: VWINX (3000) vs EKSYX (1000000). EKSYX annual gain was more profitable for investors over the last year : 11.04 vs. VWINX (5.53). EKSYX return over 5 years is better than : 36.24 vs. VWINX (4.96).
| EKSYX | VWINX | EKSYX / VWINX | |
| Total Expense Ratio | 0.63 | 0.23 | 274% |
| Annual Report Gross Expense Ratio | 0.87 | 0.23 | 378% |
| Fund Existence | 28 years | 55 years | - |
| Gain YTD | 7.665 | 5.431 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 353M | 48.1B | 1% |
| Annual Yield % from dividends | 5.93 | 3.51 | 169% |
| Returns for 1 year | 11.04 | 5.53 | 200% |
| Returns for 3 years | 19.04 | 6.75 | 282% |
| Returns for 5 years | 36.24 | 4.96 | 730% |
| Returns for 10 years | 55.45 | 24.24 | 229% |
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