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FBFQX vs VWIAX
FBFQX vs VWIAX Comparison
Open Charts FBFQX vs VWIAX
Franklin Managed Income R
Price$12.81
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets3.34B
Vanguard Wellesley® Income Admiral™
Price$64.26
Change-$0.03 (-0.05%)
VolumeN/A
Net Assets49.02B
FBFQX vs VWIAX Comparison Chart in %
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FBFQX vs. VWIAX commentary
Sep 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 FBFQX is a StrongBuy and VWIAX is a Hold.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 49B vs. FBFQX (3.34B). FBFQX pays higher dividends than VWIAX: FBFQX (4.02) vs VWIAX (3.50). FBFQX was incepted earlier than VWIAX: FBFQX (19 years) vs VWIAX (24 years). FBFQX (1.16) is less costly to investors than VWIAX (0.16). VWIAX is a more actively managed with annual turnover of: 59.00 vs. FBFQX (31.92). FBFQX has a lower initial minimum investment than VWIAX: FBFQX (1000) vs VWIAX (50000). FBFQX annual gain was more profitable for investors over the last year : 3.18 vs. VWIAX (3.01). FBFQX return over 5 years is better than : 27.43 vs. VWIAX (5.01).
| FBFQX | VWIAX | FBFQX / VWIAX | |
| Total Expense Ratio | 1.15 | 0.16 | 719% |
| Annual Report Gross Expense Ratio | 1.16 | 0.16 | 725% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 6.675 | 8.548 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.34B | 49B | 7% |
| Annual Yield % from dividends | 4.02 | 3.50 | 115% |
| Returns for 1 year | 3.18 | 3.01 | 106% |
| Returns for 3 years | 19.90 | 12.02 | 166% |
| Returns for 5 years | 27.43 | 5.01 | 548% |
| Returns for 10 years | 51.35 | 30.29 | 170% |
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