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FBFZX vs VWIAX
FBFZX vs VWIAX Comparison
Open Charts FBFZX vs VWIAX
Franklin Managed Income Adv
Price$12.59
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets3.3B
Vanguard Wellesley® Income Admiral™
Price$62.54
Change-$0.06 (-0.10%)
VolumeN/A
Net Assets48.31B
FBFZX vs VWIAX Comparison Chart in %
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FBFZX vs. VWIAX commentary
Aug 08, 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: 48.3B vs. FBFZX (3.3B). FBFZX pays higher dividends than VWIAX: FBFZX (4.62) vs VWIAX (3.58). 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 : 4.82 vs. VWIAX (4.21). FBFZX return over 5 years is better than : 26.11 vs. VWIAX (2.01).
| 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 | 4.617 | 5.694 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 50000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.3B | 48.3B | 7% |
| Annual Yield % from dividends | 4.62 | 3.58 | 129% |
| Returns for 1 year | 4.82 | 4.21 | 114% |
| Returns for 3 years | 15.38 | 5.18 | 297% |
| Returns for 5 years | 26.11 | 2.01 | 1,302% |
| Returns for 10 years | 46.36 | 24.06 | 193% |
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