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FOCIX vs VWINX
FOCIX vs VWINX Comparison
Open Charts FOCIX vs VWINX
Fairholme Focused Income
Price$14.64
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets210.86M
Vanguard Wellesley® Income I
Price$26.37
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets49.02B
FOCIX vs VWINX Comparison Chart in %
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FOCIX vs. VWINX commentary
Oct 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 Buy and VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 49B vs. FOCIX (211M). VWINX pays higher dividends than FOCIX: VWINX (3.41) vs FOCIX (1.81). FOCIX was incepted earlier than VWINX: FOCIX (16 years) vs VWINX (55 years). FOCIX (1.01) is less costly to investors than VWINX (0.23). VWINX is a more actively managed with annual turnover of: 59.00 vs. FOCIX (47.45). VWINX has a lower initial minimum investment than FOCIX: VWINX (3000) vs FOCIX (10000). FOCIX annual gain was more profitable for investors over the last year : 13.23 vs. VWINX (3.14). FOCIX return over 5 years is better than : 70.76 vs. VWINX (5.58).
| FOCIX | VWINX | FOCIX / VWINX | |
| Total Expense Ratio | 1.01 | 0.23 | 439% |
| Annual Report Gross Expense Ratio | 1.01 | 0.23 | 439% |
| Fund Existence | 16 years | 55 years | - |
| Gain YTD | 7.779 | 8.587 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 211M | 49B | 0% |
| Annual Yield % from dividends | 1.81 | 3.41 | 53% |
| Returns for 1 year | 13.23 | 3.14 | 421% |
| Returns for 3 years | 47.13 | 16.43 | 287% |
| Returns for 5 years | 70.76 | 5.58 | 1,268% |
| Returns for 10 years | 75.62 | 27.66 | 273% |
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