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FOCIX vs VWINX
FOCIX vs VWINX Comparison
Open Charts FOCIX vs VWINX
Fairholme Focused Income
Price$14.42
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets206.2M
Vanguard Wellesley® Income I
Price$26.30
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets48.74B
FOCIX vs VWINX Comparison Chart in %
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FOCIX vs. VWINX commentary
Nov 20, 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 Hold and VWINX is a Hold.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.7B vs. FOCIX (206M). VWINX pays higher dividends than FOCIX: VWINX (3.41) vs FOCIX (1.85). 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 : 5.45 vs. VWINX (3.42). FOCIX return over 5 years is better than : 55.54 vs. VWINX (1.93).
| 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 | 6.014 | 8.052 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 48.7B | 0% |
| Annual Yield % from dividends | 1.85 | 3.41 | 54% |
| Returns for 1 year | 5.45 | 3.42 | 160% |
| Returns for 3 years | 34.92 | 9.81 | 356% |
| Returns for 5 years | 55.54 | 1.93 | 2,880% |
| Returns for 10 years | 78.98 | 25.09 | 315% |
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