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FBLAX vs VWINX
FBLAX vs VWINX Comparison
Open Charts FBLAX vs VWINX
Franklin Managed Income A
Price$12.48
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets3.29B
Vanguard Wellesley® Income I
Price$25.71
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets48.78B
FBLAX vs VWINX Comparison Chart in %
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FBLAX vs. VWINX commentary
Aug 03, 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 FBLAX is a Hold and VWINX is a Hold.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.8B vs. FBLAX (3.29B). FBLAX pays higher dividends than VWINX: FBLAX (4.37) vs VWINX (3.51). FBLAX was incepted earlier than VWINX: FBLAX (19 years) vs VWINX (55 years). FBLAX (0.91) is less costly to investors than VWINX (0.23). VWINX is a more actively managed with annual turnover of: 59.00 vs. FBLAX (31.92). FBLAX has a lower initial minimum investment than VWINX: FBLAX (1000) vs VWINX (3000). VWINX annual gain was more profitable for investors over the last year : 2.66 vs. FBLAX (2.10). FBLAX return over 5 years is better than : 25.18 vs. VWINX (2.11).
| FBLAX | VWINX | FBLAX / VWINX | |
| Total Expense Ratio | 0.90 | 0.23 | 391% |
| Annual Report Gross Expense Ratio | 0.91 | 0.23 | 396% |
| Fund Existence | 19 years | 55 years | - |
| Gain YTD | 3.473 | 5.104 | 68% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.29B | 48.8B | 7% |
| Annual Yield % from dividends | 4.37 | 3.51 | 125% |
| Returns for 1 year | 2.10 | 2.66 | 79% |
| Returns for 3 years | 14.19 | 4.40 | 322% |
| Returns for 5 years | 25.18 | 2.11 | 1,191% |
| Returns for 10 years | 43.08 | 22.98 | 188% |
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