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EKSYX vs VWIAX
EKSYX vs VWIAX Comparison
Open Charts EKSYX vs VWIAX
Allspring Diversified Income Bldr Inst
Price$6.13
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
EKSYX vs VWIAX Comparison Chart in %
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EKSYX vs. VWIAX commentary
Jul 06, 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 EKSYX is a StrongBuy and VWIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 48.1B vs. EKSYX (353M). EKSYX pays higher dividends than VWIAX: EKSYX (5.93) vs VWIAX (3.57). EKSYX was incepted earlier than VWIAX: EKSYX (28 years) vs VWIAX (24 years). EKSYX (0.87) is less costly to investors than VWIAX (0.16). EKSYX is a more actively managed with annual turnover of: 67.00 vs. VWIAX (59.00). VWIAX has a lower initial minimum investment than EKSYX: VWIAX (50000) vs EKSYX (1000000). EKSYX annual gain was more profitable for investors over the last year : 11.22 vs. VWIAX (5.55). EKSYX return over 5 years is better than : 36.47 vs. VWIAX (5.15).
| EKSYX | VWIAX | EKSYX / VWIAX | |
| Total Expense Ratio | 0.63 | 0.16 | 394% |
| Annual Report Gross Expense Ratio | 0.87 | 0.16 | 544% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 7.841 | 5.424 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 353M | 48.1B | 1% |
| Annual Yield % from dividends | 5.93 | 3.57 | 166% |
| Returns for 1 year | 11.22 | 5.55 | 202% |
| Returns for 3 years | 19.23 | 6.85 | 281% |
| Returns for 5 years | 36.47 | 5.15 | 708% |
| Returns for 10 years | 55.70 | 24.72 | 225% |
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