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FBLAX vs VWINX
FBLAX vs VWINX Comparison
Open Charts FBLAX vs VWINX
Franklin Managed Income A
Price$12.17
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets3.26B
Vanguard Wellesley® Income I
Price$24.97
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets48.05B
FBLAX vs VWINX Comparison Chart
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FBLAX vs. VWINX commentary
May 09, 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: 48B vs. FBLAX (3.26B). FBLAX pays higher dividends than VWINX: FBLAX (4.61) vs VWINX (3.69). 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 annual gain was more profitable for investors over the last year : 3.09 vs. VWINX (2.41). FBLAX return over 5 years is better than : 27.47 vs. VWINX (4.67).
| 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 | 0.453 | 1.616 | 28% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.26B | 48B | 7% |
| Annual Yield % from dividends | 4.61 | 3.69 | 125% |
| Returns for 1 year | 3.09 | 2.41 | 128% |
| Returns for 3 years | 10.93 | 1.54 | 710% |
| Returns for 5 years | 27.47 | 4.67 | 588% |
| Returns for 10 years | 34.35 | 17.84 | 193% |
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