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FBFZX vs VWIAX
FBFZX vs VWIAX Comparison
Open Charts FBFZX vs VWIAX
Franklin Managed Income Adv
Price$12.81
Change-$0.05 (-0.39%)
VolumeN/A
Net Assets3.34B
Vanguard Wellesley® Income Admiral™
Price$64.29
Change-$0.24 (-0.37%)
VolumeN/A
Net Assets49.02B
FBFZX vs VWIAX Comparison Chart in %
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FBFZX vs. VWIAX commentary
Sep 15, 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 FBFZX is a StrongBuy and VWIAX is a Hold.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 49B vs. FBFZX (3.34B). FBFZX pays higher dividends than VWIAX: FBFZX (4.50) vs VWIAX (3.50). FBFZX was incepted earlier than VWIAX: FBFZX (19 years) vs VWIAX (24 years). FBFZX (0.66) is less costly to investors than VWIAX (0.16). VWIAX is a more actively managed with annual turnover of: 59.00 vs. FBFZX (31.92). VWIAX has a lower initial minimum investment than FBFZX: VWIAX (50000) vs FBFZX (100000). FBFZX annual gain was more profitable for investors over the last year : 3.61 vs. VWIAX (3.43). FBFZX return over 5 years is better than : 30.26 vs. VWIAX (5.58).
| FBFZX | VWIAX | FBFZX / VWIAX | |
| Total Expense Ratio | 0.65 | 0.16 | 406% |
| Annual Report Gross Expense Ratio | 0.66 | 0.16 | 413% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 7.035 | 8.548 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 50000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.34B | 49B | 7% |
| Annual Yield % from dividends | 4.50 | 3.50 | 129% |
| Returns for 1 year | 3.61 | 3.43 | 105% |
| Returns for 3 years | 21.69 | 11.10 | 195% |
| Returns for 5 years | 30.26 | 5.58 | 542% |
| Returns for 10 years | 56.79 | 30.21 | 188% |
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