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FTAAX vs VWIAX
FTAAX vs VWIAX Comparison
Open Charts FTAAX vs VWIAX
Fidelity Advisor Asset Manager 30% A
Price$12.17
Change-$0.02 (-0.16%)
VolumeN/A
CapitalizationN/A
Vanguard Wellesley® Income Admiral™
Price$63.83
Change-$0.62 (-0.96%)
VolumeN/A
CapitalizationN/A
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FTAAX vs VWIAX Comparison Chart
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FTAAX vs. VWIAX commentary
Sep 21, 2024
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 FTAAX is a StrongBuy and VWIAX is a Buy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 51.5B vs. FTAAX (2.03B). VWIAX pays higher dividends than FTAAX: VWIAX (3.45) vs FTAAX (2.49). FTAAX was incepted earlier than VWIAX: FTAAX (17 years) vs VWIAX (23 years). VWIAX is a more actively managed with annual turnover of: 53.00 vs. FTAAX (22.00). FTAAX has a lower initial minimum investment than VWIAX: FTAAX (0) vs VWIAX (50000). FTAAX annual gain was more profitable for investors over the last year : 14.73 vs. VWIAX (13.46). FTAAX return over 5 years is better than : 18.37 vs. VWIAX (7.22).
| FTAAX | VWIAX | FTAAX / VWIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 7.603 | 7.890 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 2.03B | 51.5B | 4% |
| Annual Yield % from dividends | 2.49 | 3.45 | 72% |
| Returns for 1 year | 14.73 | 13.46 | 109% |
| Returns for 3 years | 1.29 | -4.56 | -28% |
| Returns for 5 years | 18.37 | 7.22 | 255% |
| Returns for 10 years | 30.72 | 24.85 | 124% |