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FBFRX vs VWIAX
FBFRX vs VWIAX Comparison
Open Charts FBFRX vs VWIAX
Franklin Managed Income R6
Price$12.20
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets3.26B
Vanguard Wellesley® Income Admiral™
Price$60.49
Change-$0.09 (-0.15%)
VolumeN/A
Net Assets48.05B
FBFRX vs VWIAX Comparison Chart
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FBFRX vs. VWIAX 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 FBFRX is a Buy and VWIAX is a Buy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 48B vs. FBFRX (3.26B). FBFRX pays higher dividends than VWIAX: FBFRX (4.79) vs VWIAX (3.76). FBFRX was incepted earlier than VWIAX: FBFRX (12 years) vs VWIAX (24 years). FBFRX (0.60) is less costly to investors than VWIAX (0.16). VWIAX is a more actively managed with annual turnover of: 59.00 vs. FBFRX (31.92). VWIAX has a lower initial minimum investment than FBFRX: VWIAX (50000) vs FBFRX (1000000). FBFRX annual gain was more profitable for investors over the last year : 3.27 vs. VWIAX (2.48). FBFRX return over 5 years is better than : 29.00 vs. VWIAX (4.90).
| FBFRX | VWIAX | FBFRX / VWIAX | |
| Total Expense Ratio | 0.59 | 0.16 | 369% |
| Annual Report Gross Expense Ratio | 0.60 | 0.16 | 375% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 0.417 | 1.643 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.26B | 48B | 7% |
| Annual Yield % from dividends | 4.79 | 3.76 | 127% |
| Returns for 1 year | 3.27 | 2.48 | 132% |
| Returns for 3 years | 11.71 | 1.67 | 700% |
| Returns for 5 years | 29.00 | 4.90 | 592% |
| Returns for 10 years | 37.38 | 18.33 | 204% |
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