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EKSCX vs VWINX
EKSCX vs VWINX Comparison
Open Charts EKSCX vs VWINX
Allspring Diversified Income Bldr C
Price$6.36
Change+$0.02 (+0.32%)
VolumeN/A
Net Assets353.45M
Vanguard Wellesley® Income I
Price$25.78
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets48.1B
EKSCX vs VWINX Comparison Chart in %
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EKSCX vs. VWINX 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 EKSCX is a StrongBuy and VWINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.1B vs. EKSCX (353M). EKSCX pays higher dividends than VWINX: EKSCX (4.70) vs VWINX (3.51). EKSCX was incepted earlier than VWINX: EKSCX (32 years) vs VWINX (55 years). EKSCX (1.94) is less costly to investors than VWINX (0.23). EKSCX is a more actively managed with annual turnover of: 67.00 vs. VWINX (59.00). EKSCX has a lower initial minimum investment than VWINX: EKSCX (1000) vs VWINX (3000). EKSCX annual gain was more profitable for investors over the last year : 10.19 vs. VWINX (5.49). EKSCX return over 5 years is better than : 29.80 vs. VWINX (4.92).
| EKSCX | VWINX | EKSCX / VWINX | |
| Total Expense Ratio | 1.70 | 0.23 | 739% |
| Annual Report Gross Expense Ratio | 1.94 | 0.23 | 843% |
| Fund Existence | 32 years | 55 years | - |
| Gain YTD | 7.178 | 5.391 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 353M | 48.1B | 1% |
| Annual Yield % from dividends | 4.70 | 3.51 | 134% |
| Returns for 1 year | 10.19 | 5.49 | 186% |
| Returns for 3 years | 19.43 | 6.71 | 290% |
| Returns for 5 years | 29.80 | 4.92 | 605% |
| Returns for 10 years | 41.08 | 24.19 | 170% |
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