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GLRBX vs VWIAX
GLRBX vs VWIAX Comparison
Open Charts GLRBX vs VWIAX
James Balanced: Golden Rainbow R
Price$21.56
Change+$0.13 (+0.61%)
VolumeN/A
Net Assets389.91M
Vanguard Wellesley® Income Admiral™
Price$60.29
Change+$0.54 (+0.90%)
VolumeN/A
Net Assets48.9B
GLRBX vs VWIAX Comparison Chart
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GLRBX vs. VWIAX commentary
Apr 25, 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 GLRBX is a Buy and VWIAX is a Buy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 48.9B vs. GLRBX (390M). VWIAX pays higher dividends than GLRBX: VWIAX (3.73) vs GLRBX (1.21). GLRBX was incepted earlier than VWIAX: GLRBX (34 years) vs VWIAX (24 years). GLRBX (1.23) is less costly to investors than VWIAX (0.16). VWIAX is a more actively managed with annual turnover of: 59.00 vs. GLRBX (26.00). GLRBX has a lower initial minimum investment than VWIAX: GLRBX (2000) vs VWIAX (50000). GLRBX annual gain was more profitable for investors over the last year : 2.71 vs. VWIAX (2.11). GLRBX return over 5 years is better than : 13.54 vs. VWIAX (2.56).
| GLRBX | VWIAX | GLRBX / VWIAX | |
| Total Expense Ratio | 1.23 | 0.16 | 769% |
| Annual Report Gross Expense Ratio | 1.23 | 0.16 | 769% |
| Fund Existence | 34 years | 24 years | - |
| Gain YTD | -3.293 | -0.152 | 2,167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 50000 | 4% |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 390M | 48.9B | 1% |
| Annual Yield % from dividends | 1.21 | 3.73 | 33% |
| Returns for 1 year | 2.71 | 2.11 | 128% |
| Returns for 3 years | 7.24 | -2.00 | -363% |
| Returns for 5 years | 13.54 | 2.56 | 529% |
| Returns for 10 years | -7.31 | 14.74 | -50% |
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