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EXBAX vs VWINX
EXBAX vs VWINX Comparison
Open Charts EXBAX vs VWINX
Manning & Napier Pro-Blend Mod Term S
Price$14.98
Change-$0.03 (-0.20%)
VolumeN/A
CapitalizationN/A
Vanguard Wellesley® Income I
Price$26.35
Change-$0.25 (-0.94%)
VolumeN/A
CapitalizationN/A
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EXBAX vs VWINX Comparison Chart
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EXBAX vs. VWINX commentary
Sep 22, 2024
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 EXBAX is a StrongBuy and VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 51.5B vs. EXBAX (336M). VWINX pays higher dividends than EXBAX: VWINX (3.38) vs EXBAX (2.23). EXBAX was incepted earlier than VWINX: EXBAX (31 years) vs VWINX (54 years). EXBAX is a more actively managed with annual turnover of: 56.00 vs. VWINX (53.00). EXBAX has a lower initial minimum investment than VWINX: EXBAX (2000) vs VWINX (3000). EXBAX annual gain was more profitable for investors over the last year : 16.65 vs. VWINX (13.06). EXBAX return over 5 years is better than : 13.25 vs. VWINX (6.70).
| EXBAX | VWINX | EXBAX / VWINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 54 years | - |
| Gain YTD | 8.708 | 7.547 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 336M | 51.5B | 1% |
| Annual Yield % from dividends | 2.23 | 3.38 | 66% |
| Returns for 1 year | 16.65 | 13.06 | 127% |
| Returns for 3 years | -1.51 | -4.96 | 31% |
| Returns for 5 years | 13.25 | 6.70 | 198% |
| Returns for 10 years | 12.79 | 23.98 | 53% |
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