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GLRBX vs VWINX
GLRBX vs VWINX Comparison
Open Charts GLRBX vs VWINX
James Balanced: Golden Rainbow R
Price$22.46
Change-$0.04 (-0.18%)
VolumeN/A
Net Assets402.91M
Vanguard Wellesley® Income I
Price$25.38
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets48.1B
GLRBX vs VWINX Comparison Chart
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GLRBX vs. VWINX commentary
Jun 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 GLRBX is a Buy and VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.1B vs. GLRBX (403M). VWINX pays higher dividends than GLRBX: VWINX (3.65) vs GLRBX (1.19). GLRBX was incepted earlier than VWINX: GLRBX (34 years) vs VWINX (55 years). GLRBX (1.23) is less costly to investors than VWINX (0.23). VWINX is a more actively managed with annual turnover of: 59.00 vs. GLRBX (26.00). GLRBX has a lower initial minimum investment than VWINX: GLRBX (2000) vs VWINX (3000). GLRBX annual gain was more profitable for investors over the last year : 4.04 vs. VWINX (2.78). GLRBX return over 5 years is better than : 16.16 vs. VWINX (1.27).
| GLRBX | VWINX | GLRBX / VWINX | |
| Total Expense Ratio | 1.23 | 0.23 | 535% |
| Annual Report Gross Expense Ratio | 1.23 | 0.23 | 535% |
| Fund Existence | 34 years | 55 years | - |
| Gain YTD | 1.536 | 3.281 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 403M | 48.1B | 1% |
| Annual Yield % from dividends | 1.19 | 3.65 | 33% |
| Returns for 1 year | 4.04 | 2.78 | 145% |
| Returns for 3 years | 13.98 | 1.36 | 1,030% |
| Returns for 5 years | 16.16 | 1.27 | 1,275% |
| Returns for 10 years | -0.94 | 21.14 | -4% |
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