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EKSAX vs VWINX
EKSAX vs VWINX Comparison
Open Charts EKSAX vs VWINX
Allspring Diversified Income Bldr A
Price$6.21
Change-$0.03 (-0.48%)
VolumeN/A
Net Assets342.79M
Vanguard Wellesley® Income I
Price$25.49
Change-$0.15 (-0.59%)
VolumeN/A
Net Assets48.1B
EKSAX vs VWINX Comparison Chart
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EKSAX vs. VWINX commentary
Jun 16, 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 VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.1B vs. EKSAX (343M). EKSAX pays higher dividends than VWINX: EKSAX (5.67) vs VWINX (3.65). EKSAX was incepted earlier than VWINX: EKSAX (38 years) vs VWINX (55 years). EKSAX (1.19) is less costly to investors than VWINX (0.23). EKSAX is a more actively managed with annual turnover of: 67.00 vs. VWINX (59.00). EKSAX has a lower initial minimum investment than VWINX: EKSAX (1000) vs VWINX (3000). EKSAX annual gain was more profitable for investors over the last year : 9.07 vs. VWINX (3.23). EKSAX return over 5 years is better than : 32.63 vs. VWINX (3.57).
| EKSAX | VWINX | EKSAX / VWINX | |
| Total Expense Ratio | 0.95 | 0.23 | 413% |
| Annual Report Gross Expense Ratio | 1.19 | 0.23 | 517% |
| Fund Existence | 38 years | 55 years | - |
| Gain YTD | 5.175 | 3.566 | 145% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 343M | 48.1B | 1% |
| Annual Yield % from dividends | 5.67 | 3.65 | 155% |
| Returns for 1 year | 9.07 | 3.23 | 281% |
| Returns for 3 years | 33.13 | 7.02 | 472% |
| Returns for 5 years | 32.63 | 3.57 | 914% |
| Returns for 10 years | 47.40 | 20.95 | 226% |
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