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FOCIX vs VWINX
FOCIX vs VWINX Comparison
Open Charts FOCIX vs VWINX
Fairholme Focused Income
Price$14.29
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets206.35M
Vanguard Wellesley® Income I
Price$25.82
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets48.31B
FOCIX vs VWINX Comparison Chart in %
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FOCIX vs. VWINX 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 VWINX is a Hold.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.3B vs. FOCIX (206M). VWINX pays higher dividends than FOCIX: VWINX (3.51) vs FOCIX (2.03). 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 : 12.24 vs. VWINX (4.16). FOCIX return over 5 years is better than : 64.21 vs. VWINX (1.79).
| 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 | 4.847 | 5.636 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 48.3B | 0% |
| Annual Yield % from dividends | 2.03 | 3.51 | 58% |
| Returns for 1 year | 12.24 | 4.16 | 295% |
| Returns for 3 years | 37.61 | 5.01 | 751% |
| Returns for 5 years | 64.21 | 1.79 | 3,594% |
| Returns for 10 years | 74.52 | 23.55 | 316% |
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