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FBMCX vs VWINX
FBMCX vs VWINX Comparison
Open Charts FBMCX vs VWINX
Franklin Managed Income C
Price$12.06
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets3.25B
Vanguard Wellesley® Income I
Price$24.97
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets48.05B
FBMCX vs VWINX Comparison Chart
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FBMCX vs. VWINX 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 VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48B vs. FBMCX (3.25B). FBMCX (3.71) and VWINX (3.69) have matching dividends . FBMCX was incepted earlier than VWINX: FBMCX (19 years) vs VWINX (55 years). FBMCX (1.66) is less costly to investors than VWINX (0.23). VWINX is a more actively managed with annual turnover of: 59.00 vs. FBMCX (31.92). FBMCX has a lower initial minimum investment than VWINX: FBMCX (1000) vs VWINX (3000). VWINX annual gain was more profitable for investors over the last year : 1.80 vs. FBMCX (1.59). FBMCX return over 5 years is better than : 23.49 vs. VWINX (4.50).
| FBMCX | VWINX | FBMCX / VWINX | |
| Total Expense Ratio | 1.65 | 0.23 | 717% |
| Annual Report Gross Expense Ratio | 1.66 | 0.23 | 722% |
| Fund Existence | 19 years | 55 years | - |
| Gain YTD | -0.038 | 1.453 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.25B | 48B | 7% |
| Annual Yield % from dividends | 3.71 | 3.69 | 101% |
| Returns for 1 year | 1.59 | 1.80 | 88% |
| Returns for 3 years | 8.75 | 1.34 | 654% |
| Returns for 5 years | 23.49 | 4.50 | 522% |
| Returns for 10 years | 27.58 | 17.79 | 155% |
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