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FBFZX vs VWINX
FBFZX vs VWINX Comparison
Open Charts FBFZX vs VWINX
Franklin Managed Income Adv
Price$12.86
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets3.32B
Vanguard Wellesley® Income I
Price$26.30
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets48.74B
FBFZX vs VWINX Comparison Chart in %
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FBFZX vs. VWINX 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 VWINX is a Hold.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.7B vs. FBFZX (3.32B). FBFZX pays higher dividends than VWINX: FBFZX (4.67) vs VWINX (3.41). FBFZX was incepted earlier than VWINX: FBFZX (19 years) vs VWINX (55 years). FBFZX (0.66) is less costly to investors than VWINX (0.23). VWINX is a more actively managed with annual turnover of: 59.00 vs. FBFZX (31.92). VWINX has a lower initial minimum investment than FBFZX: VWINX (3000) vs FBFZX (100000). FBFZX annual gain was more profitable for investors over the last year : 4.59 vs. VWINX (3.42). FBFZX return over 5 years is better than : 25.95 vs. VWINX (1.93).
| FBFZX | VWINX | FBFZX / VWINX | |
| Total Expense Ratio | 0.65 | 0.23 | 283% |
| Annual Report Gross Expense Ratio | 0.66 | 0.23 | 287% |
| Fund Existence | 19 years | 55 years | - |
| Gain YTD | 8.213 | 8.052 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.32B | 48.7B | 7% |
| Annual Yield % from dividends | 4.67 | 3.41 | 137% |
| Returns for 1 year | 4.59 | 3.42 | 134% |
| Returns for 3 years | 21.75 | 9.81 | 222% |
| Returns for 5 years | 25.95 | 1.93 | 1,346% |
| Returns for 10 years | 53.45 | 25.09 | 213% |
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