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EKSAX vs VWINX
EKSAX vs VWINX Comparison
Open Charts EKSAX vs VWINX
Allspring Diversified Income Bldr A
Price$6.53
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets358.76M
Vanguard Wellesley® Income I
Price$26.40
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets49.02B
EKSAX vs VWINX Comparison Chart in %
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EKSAX vs. VWINX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 49B vs. EKSAX (359M). EKSAX pays higher dividends than VWINX: EKSAX (5.17) vs VWINX (3.41). EKSAX was incepted earlier than VWINX: EKSAX (39 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 : 12.32 vs. VWINX (2.79). EKSAX return over 5 years is better than : 34.23 vs. VWINX (4.52).
| EKSAX | VWINX | EKSAX / VWINX | |
| Total Expense Ratio | 0.95 | 0.23 | 413% |
| Annual Report Gross Expense Ratio | 1.19 | 0.23 | 517% |
| Fund Existence | 39 years | 55 years | - |
| Gain YTD | 12.359 | 8.587 | 144% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 359M | 49B | 1% |
| Annual Yield % from dividends | 5.17 | 3.41 | 152% |
| Returns for 1 year | 12.32 | 2.79 | 442% |
| Returns for 3 years | 45.75 | 16.09 | 284% |
| Returns for 5 years | 34.23 | 4.52 | 757% |
| Returns for 10 years | 62.53 | 26.80 | 233% |
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