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EKSAX vs VWIAX
EKSAX vs VWIAX Comparison
Open Charts EKSAX vs VWIAX
Allspring Diversified Income Bldr A
Price$6.33
Change+$0.01 (+0.16%)
VolumeN/A
Net Assets353.45M
Vanguard Wellesley® Income Admiral™
Price$62.44
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets48.1B
EKSAX vs VWIAX Comparison Chart in %
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EKSAX vs. VWIAX commentary
Jul 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 EKSAX is a StrongBuy and VWIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 48.1B vs. EKSAX (353M). EKSAX pays higher dividends than VWIAX: EKSAX (5.44) vs VWIAX (3.57). EKSAX was incepted earlier than VWIAX: EKSAX (38 years) vs VWIAX (24 years). EKSAX (1.19) is less costly to investors than VWIAX (0.16). EKSAX is a more actively managed with annual turnover of: 67.00 vs. VWIAX (59.00). EKSAX has a lower initial minimum investment than VWIAX: EKSAX (1000) vs VWIAX (50000). EKSAX annual gain was more profitable for investors over the last year : 10.87 vs. VWIAX (5.55). EKSAX return over 5 years is better than : 34.51 vs. VWIAX (5.15).
| EKSAX | VWIAX | EKSAX / VWIAX | |
| Total Expense Ratio | 0.95 | 0.16 | 594% |
| Annual Report Gross Expense Ratio | 1.19 | 0.16 | 744% |
| Fund Existence | 38 years | 24 years | - |
| Gain YTD | 7.594 | 5.424 | 140% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 353M | 48.1B | 1% |
| Annual Yield % from dividends | 5.44 | 3.57 | 152% |
| Returns for 1 year | 10.87 | 5.55 | 196% |
| Returns for 3 years | 36.30 | 6.85 | 530% |
| Returns for 5 years | 34.51 | 5.15 | 670% |
| Returns for 10 years | 51.17 | 24.72 | 207% |
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