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FBFQX vs VWINX
FBFQX vs VWINX Comparison
Open Charts FBFQX vs VWINX
Franklin Managed Income R
Price$12.21
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets3.26B
Vanguard Wellesley® Income I
Price$24.97
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets48.05B
FBFQX vs VWINX Comparison Chart
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FBFQX vs. VWINX commentary
May 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 Buy and VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48B vs. FBFQX (3.26B). FBFQX pays higher dividends than VWINX: FBFQX (4.21) vs VWINX (3.69). FBFQX was incepted earlier than VWINX: FBFQX (19 years) vs VWINX (55 years). FBFQX (1.16) is less costly to investors than VWINX (0.23). VWINX is a more actively managed with annual turnover of: 59.00 vs. FBFQX (31.92). FBFQX has a lower initial minimum investment than VWINX: FBFQX (1000) vs VWINX (3000). FBFQX annual gain was more profitable for investors over the last year : 2.69 vs. VWINX (2.41). FBFQX return over 5 years is better than : 25.95 vs. VWINX (4.67).
| FBFQX | VWINX | FBFQX / VWINX | |
| Total Expense Ratio | 1.15 | 0.23 | 500% |
| Annual Report Gross Expense Ratio | 1.16 | 0.23 | 504% |
| Fund Existence | 19 years | 55 years | - |
| Gain YTD | 0.227 | 1.616 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.26B | 48B | 7% |
| Annual Yield % from dividends | 4.21 | 3.69 | 114% |
| Returns for 1 year | 2.69 | 2.41 | 112% |
| Returns for 3 years | 9.99 | 1.54 | 649% |
| Returns for 5 years | 25.95 | 4.67 | 556% |
| Returns for 10 years | 31.88 | 17.84 | 179% |
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