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FBMCX vs VWIAX
FBMCX vs VWIAX Comparison
Open Charts FBMCX vs VWIAX
Franklin Managed Income C
Price$12.06
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets3.25B
Vanguard Wellesley® Income Admiral™
Price$60.50
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets48.05B
FBMCX vs VWIAX Comparison Chart
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FBMCX vs. VWIAX commentary
May 10, 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 FBMCX is a Buy and VWIAX is a Buy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 48B vs. FBMCX (3.25B). VWIAX (3.76) and FBMCX (3.71) have matching dividends . FBMCX was incepted earlier than VWIAX: FBMCX (19 years) vs VWIAX (24 years). FBMCX (1.66) is less costly to investors than VWIAX (0.16). VWIAX is a more actively managed with annual turnover of: 59.00 vs. FBMCX (31.92). FBMCX has a lower initial minimum investment than VWIAX: FBMCX (1000) vs VWIAX (50000). VWIAX annual gain was more profitable for investors over the last year : 1.87 vs. FBMCX (1.59). FBMCX return over 5 years is better than : 23.49 vs. VWIAX (4.74).
| FBMCX | VWIAX | FBMCX / VWIAX | |
| Total Expense Ratio | 1.65 | 0.16 | 1,031% |
| Annual Report Gross Expense Ratio | 1.66 | 0.16 | 1,038% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | -0.038 | 1.492 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.25B | 48B | 7% |
| Annual Yield % from dividends | 3.71 | 3.76 | 99% |
| Returns for 1 year | 1.59 | 1.87 | 85% |
| Returns for 3 years | 8.75 | 1.47 | 594% |
| Returns for 5 years | 23.49 | 4.74 | 496% |
| Returns for 10 years | 27.58 | 18.28 | 151% |
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