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FBFQX vs VWIAX
FBFQX vs VWIAX Comparison
Open Charts FBFQX vs VWIAX
Franklin Managed Income R
Price$12.87
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.35B
Vanguard Wellesley® Income Admiral™
Price$63.98
Change+$0.05 (+0.08%)
VolumeN/A
Net Assets49.02B
FBFQX vs VWIAX Comparison Chart in %
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FBFQX vs. VWIAX commentary
Oct 09, 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 Hold and VWIAX is a Hold.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 49B vs. FBFQX (3.35B). FBFQX pays higher dividends than VWIAX: FBFQX (4.02) vs VWIAX (3.48). 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). VWIAX (3.64) and FBFQX (3.51) have marching annual gain over last year. FBFQX return over 5 years is better than : 26.47 vs. VWIAX (5.06).
| 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 | 7.470 | 8.615 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.35B | 49B | 7% |
| Annual Yield % from dividends | 4.02 | 3.48 | 115% |
| Returns for 1 year | 3.51 | 3.64 | 96% |
| Returns for 3 years | 27.70 | 16.58 | 167% |
| Returns for 5 years | 26.47 | 5.06 | 523% |
| Returns for 10 years | 48.29 | 28.18 | 171% |
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