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FTANX vs VWINX
FTANX vs VWINX Comparison
Open Charts FTANX vs VWINX
Fidelity Asset Manager 30%
Price$11.91
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets1.94B
Vanguard Wellesley® Income I
Price$24.97
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets48.05B
FTANX vs VWINX Comparison Chart
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FTANX vs. VWINX commentary
May 11, 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 FTANX is a Buy and VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48B vs. FTANX (1.94B). VWINX pays higher dividends than FTANX: VWINX (3.69) vs FTANX (2.99). FTANX was incepted earlier than VWINX: FTANX (18 years) vs VWINX (55 years). FTANX (0.51) is less costly to investors than VWINX (0.23). VWINX is a more actively managed with annual turnover of: 59.00 vs. FTANX (19.00). FTANX has a lower initial minimum investment than VWINX: FTANX (0) vs VWINX (3000). FTANX annual gain was more profitable for investors over the last year : 5.53 vs. VWINX (1.80). FTANX return over 5 years is better than : 21.09 vs. VWINX (4.50).
| FTANX | VWINX | FTANX / VWINX | |
| Total Expense Ratio | 0.51 | 0.23 | 222% |
| Annual Report Gross Expense Ratio | 0.51 | 0.23 | 222% |
| Fund Existence | 18 years | 55 years | - |
| Gain YTD | 1.423 | 1.453 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 1.94B | 48B | 4% |
| Annual Yield % from dividends | 2.99 | 3.69 | 81% |
| Returns for 1 year | 5.53 | 1.80 | 307% |
| Returns for 3 years | 13.26 | 1.34 | 991% |
| Returns for 5 years | 21.09 | 4.50 | 468% |
| Returns for 10 years | 34.54 | 17.79 | 194% |
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