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EKSYX vs VWINX
EKSYX vs VWINX Comparison
Open Charts EKSYX vs VWINX
Allspring Diversified Income Bldr Inst
Price$5.82
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets332.04M
Vanguard Wellesley® Income I
Price$24.89
Change+$0.22 (+0.89%)
VolumeN/A
Net Assets48.9B
EKSYX vs VWINX Comparison Chart
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EKSYX vs. VWINX commentary
Apr 25, 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 StrongBuy and VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.9B vs. EKSYX (332M). EKSYX pays higher dividends than VWINX: EKSYX (6.07) vs VWINX (3.66). 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 : 8.43 vs. VWINX (2.62). EKSYX return over 5 years is better than : 35.05 vs. VWINX (2.78).
| 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 | 0.752 | 0.234 | 321% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 332M | 48.9B | 1% |
| Annual Yield % from dividends | 6.07 | 3.66 | 166% |
| Returns for 1 year | 8.43 | 2.62 | 322% |
| Returns for 3 years | 19.26 | -2.03 | -947% |
| Returns for 5 years | 35.05 | 2.78 | 1,261% |
| Returns for 10 years | 44.02 | 14.90 | 295% |
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