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FOCIX vs VWIAX
FOCIX vs VWIAX Comparison
Open Charts FOCIX vs VWIAX
Fairholme Focused Income
Price$14.29
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets206.35M
Vanguard Wellesley® Income Admiral™
Price$62.54
Change-$0.06 (-0.10%)
VolumeN/A
Net Assets48.31B
FOCIX vs VWIAX Comparison Chart in %
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FOCIX vs. VWIAX commentary
Aug 07, 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 FOCIX is a StrongBuy and VWIAX is a Hold.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 48.3B vs. FOCIX (206M). VWIAX pays higher dividends than FOCIX: VWIAX (3.58) vs FOCIX (2.03). FOCIX was incepted earlier than VWIAX: FOCIX (16 years) vs VWIAX (24 years). FOCIX (1.01) is less costly to investors than VWIAX (0.16). VWIAX is a more actively managed with annual turnover of: 59.00 vs. FOCIX (47.45). FOCIX has a lower initial minimum investment than VWIAX: FOCIX (10000) vs VWIAX (50000). FOCIX annual gain was more profitable for investors over the last year : 12.24 vs. VWIAX (4.21). FOCIX return over 5 years is better than : 64.21 vs. VWIAX (2.01).
| FOCIX | VWIAX | FOCIX / VWIAX | |
| Total Expense Ratio | 1.01 | 0.16 | 631% |
| Annual Report Gross Expense Ratio | 1.01 | 0.16 | 631% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 4.847 | 5.694 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 50000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 48.3B | 0% |
| Annual Yield % from dividends | 2.03 | 3.58 | 57% |
| Returns for 1 year | 12.24 | 4.21 | 291% |
| Returns for 3 years | 37.61 | 5.18 | 726% |
| Returns for 5 years | 64.21 | 2.01 | 3,202% |
| Returns for 10 years | 74.52 | 24.06 | 310% |
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