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FBFZX vs VWINX
FBFZX vs VWINX Comparison
Open Charts FBFZX vs VWINX
Franklin Managed Income Adv
Price$12.38
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets3.28B
Vanguard Wellesley® Income I
Price$25.36
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets48.1B
FBFZX vs VWINX Comparison Chart
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FBFZX vs. VWINX commentary
Jun 07, 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 Buy and VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.1B vs. FBFZX (3.28B). FBFZX pays higher dividends than VWINX: FBFZX (4.68) vs VWINX (3.65). 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 : 3.48 vs. VWINX (2.78). FBFZX return over 5 years is better than : 23.13 vs. VWINX (1.11).
| 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 | 2.048 | 3.119 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.28B | 48.1B | 7% |
| Annual Yield % from dividends | 4.68 | 3.65 | 128% |
| Returns for 1 year | 3.48 | 2.78 | 125% |
| Returns for 3 years | 10.06 | 0.56 | 1,794% |
| Returns for 5 years | 23.13 | 1.11 | 2,088% |
| Returns for 10 years | 41.45 | 21.09 | 197% |
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