Ad is loading...
FBFRX vs VWINX
FBFRX vs VWINX Comparison
Open Charts FBFRX vs VWINX
Franklin Managed Income R6
Price$12.20
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
FBFRX vs VWINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FBFRX 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 FBFRX is a Buy and VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48B vs. FBFRX (3.26B). FBFRX pays higher dividends than VWINX: FBFRX (4.79) vs VWINX (3.69). 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 : 3.27 vs. VWINX (2.41). FBFRX return over 5 years is better than : 29.00 vs. VWINX (4.67).
| 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 | 0.417 | 1.616 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.26B | 48B | 7% |
| Annual Yield % from dividends | 4.79 | 3.69 | 130% |
| Returns for 1 year | 3.27 | 2.41 | 135% |
| Returns for 3 years | 11.71 | 1.54 | 761% |
| Returns for 5 years | 29.00 | 4.67 | 621% |
| Returns for 10 years | 37.38 | 17.84 | 210% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers