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USBLX vs VWINX
USBLX vs VWINX Comparison
Open Charts USBLX vs VWINX
Victory Growth and Tax Strategy
Price$29.50
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets871.08M
Vanguard Wellesley® Income I
Price$26.50
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets49.02B
USBLX vs VWINX Comparison Chart in %
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USBLX vs. VWINX commentary
Sep 18, 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 USBLX is a Buy and VWINX is a Hold.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 49B vs. USBLX (871M). VWINX pays higher dividends than USBLX: VWINX (3.44) vs USBLX (1.79). USBLX was incepted earlier than VWINX: USBLX (37 years) vs VWINX (55 years). USBLX (0.50) is less costly to investors than VWINX (0.23). VWINX is a more actively managed with annual turnover of: 59.00 vs. USBLX (17.00). USBLX (3000) and VWINX (3000) have matching initial minimum investment requirements. USBLX annual gain was more profitable for investors over the last year : 9.16 vs. VWINX (2.31). USBLX return over 5 years is better than : 47.34 vs. VWINX (5.03).
| USBLX | VWINX | USBLX / VWINX | |
| Total Expense Ratio | 0.50 | 0.23 | 217% |
| Annual Report Gross Expense Ratio | 0.50 | 0.23 | 217% |
| Fund Existence | 37 years | 55 years | - |
| Gain YTD | 7.595 | 8.375 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | 3000 | N/A | - |
| Net Assets | 871M | 49B | 2% |
| Annual Yield % from dividends | 1.79 | 3.44 | 52% |
| Returns for 1 year | 9.16 | 2.31 | 396% |
| Returns for 3 years | 42.14 | 11.75 | 359% |
| Returns for 5 years | 47.34 | 5.03 | 942% |
| Returns for 10 years | 100.22 | 29.57 | 339% |
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