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FBFQX vs VWIAX
FBFQX vs VWIAX Comparison
Open Charts FBFQX vs VWIAX
Franklin Managed Income R
Price$12.33
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets3.28B
Vanguard Wellesley® Income Admiral™
Price$61.25
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets48.05B
FBFQX vs VWIAX Comparison Chart
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FBFQX vs. VWIAX commentary
Jun 03, 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 Buy and VWIAX is a Buy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 48B vs. FBFQX (3.28B). FBFQX pays higher dividends than VWIAX: FBFQX (4.17) vs VWIAX (3.72). 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 : 4.13 vs. VWIAX (3.76). FBFQX return over 5 years is better than : 24.08 vs. VWIAX (3.02).
| 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 | 1.504 | 2.768 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.28B | 48B | 7% |
| Annual Yield % from dividends | 4.17 | 3.72 | 112% |
| Returns for 1 year | 4.13 | 3.76 | 110% |
| Returns for 3 years | 8.31 | 0.13 | 6,399% |
| Returns for 5 years | 24.08 | 3.02 | 798% |
| Returns for 10 years | 34.01 | 19.83 | 172% |
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