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FBFZX vs VWIAX
FBFZX vs VWIAX Comparison
Open Charts FBFZX vs VWIAX
Franklin Managed Income Adv
Price$12.86
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets3.32B
Vanguard Wellesley® Income Admiral™
Price$63.71
Change+$0.08 (+0.13%)
VolumeN/A
Net Assets48.74B
FBFZX vs VWIAX Comparison Chart in %
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FBFZX vs. VWIAX commentary
Nov 20, 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 Hold and VWIAX is a Hold.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 48.7B vs. FBFZX (3.32B). FBFZX pays higher dividends than VWIAX: FBFZX (4.67) vs VWIAX (3.47). FBFZX was incepted earlier than VWIAX: FBFZX (19 years) vs VWIAX (25 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 : 4.59 vs. VWIAX (3.47). FBFZX return over 5 years is better than : 25.95 vs. VWIAX (2.13).
| 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 | 25 years | - |
| Gain YTD | 8.213 | 8.105 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 50000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.32B | 48.7B | 7% |
| Annual Yield % from dividends | 4.67 | 3.47 | 135% |
| Returns for 1 year | 4.59 | 3.47 | 132% |
| Returns for 3 years | 21.75 | 9.97 | 218% |
| Returns for 5 years | 25.95 | 2.13 | 1,221% |
| Returns for 10 years | 53.45 | 25.60 | 209% |
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