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FBFRX vs VWINX
FBFRX vs VWINX Comparison
Open Charts FBFRX vs VWINX
Franklin Managed Income R6
Price$12.36
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets3.28B
Vanguard Wellesley® Income I
Price$25.38
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets48.1B
FBFRX vs VWINX Comparison Chart
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FBFRX vs. VWINX commentary
Jun 07, 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 VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.1B vs. FBFRX (3.28B). FBFRX pays higher dividends than VWINX: FBFRX (4.74) vs VWINX (3.65). FBFRX was incepted earlier than VWINX: FBFRX (12 years) vs VWINX (55 years). FBFRX (0.60) is less costly to investors than VWINX (0.23). VWINX is a more actively managed with annual turnover of: 59.00 vs. FBFRX (31.92). VWINX has a lower initial minimum investment than FBFRX: VWINX (3000) vs FBFRX (1000000). FBFRX annual gain was more profitable for investors over the last year : 3.71 vs. VWINX (2.78). FBFRX return over 5 years is better than : 23.64 vs. VWINX (1.27).
| FBFRX | VWINX | FBFRX / VWINX | |
| Total Expense Ratio | 0.59 | 0.23 | 257% |
| Annual Report Gross Expense Ratio | 0.60 | 0.23 | 261% |
| Fund Existence | 12 years | 55 years | - |
| Gain YTD | 2.241 | 3.281 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.28B | 48.1B | 7% |
| Annual Yield % from dividends | 4.74 | 3.65 | 130% |
| Returns for 1 year | 3.71 | 2.78 | 134% |
| Returns for 3 years | 11.08 | 1.36 | 816% |
| Returns for 5 years | 23.64 | 1.27 | 1,866% |
| Returns for 10 years | 42.37 | 21.14 | 200% |
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