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FBLAX vs VWINX
FBLAX vs VWINX Comparison
Open Charts FBLAX vs VWINX
Franklin Managed Income A
Price$12.51
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets3.32B
Vanguard Wellesley® Income I
Price$25.56
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets48.1B
FBLAX vs VWINX Comparison Chart in %
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FBLAX vs. VWINX commentary
Jul 01, 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 Buy and VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.1B vs. FBLAX (3.32B). FBLAX pays higher dividends than VWINX: FBLAX (4.19) vs VWINX (3.65). 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). FBLAX (4.83) and VWINX (4.67) have marching annual gain over last year. FBLAX return over 5 years is better than : 29.17 vs. VWINX (5.35).
| 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 | 3.184 | 4.491 | 71% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.32B | 48.1B | 7% |
| Annual Yield % from dividends | 4.19 | 3.65 | 115% |
| Returns for 1 year | 4.83 | 4.67 | 103% |
| Returns for 3 years | 17.53 | 6.91 | 254% |
| Returns for 5 years | 29.17 | 5.35 | 546% |
| Returns for 10 years | 42.31 | 23.52 | 180% |