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EKSYX vs VWINX
EKSYX vs VWINX Comparison
Open Charts EKSYX vs VWINX
Allspring Diversified Income Bldr Inst
Price$6.36
Change+$0.04 (+0.63%)
VolumeN/A
Net Assets358.76M
Vanguard Wellesley® Income I
Price$26.51
Change+$0.11 (+0.42%)
VolumeN/A
Net Assets49.02B
EKSYX vs VWINX Comparison Chart in %
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EKSYX vs. VWINX commentary
Oct 21, 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 VWINX is a Hold.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 49B vs. EKSYX (359M). EKSYX pays higher dividends than VWINX: EKSYX (5.66) vs VWINX (3.41). EKSYX was incepted earlier than VWINX: EKSYX (29 years) vs VWINX (55 years). EKSYX (0.87) is less costly to investors than VWINX (0.23). EKSYX is a more actively managed with annual turnover of: 67.00 vs. VWINX (59.00). VWINX has a lower initial minimum investment than EKSYX: VWINX (3000) vs EKSYX (1000000). EKSYX annual gain was more profitable for investors over the last year : 12.75 vs. VWINX (2.79). EKSYX return over 5 years is better than : 36.25 vs. VWINX (4.52).
| EKSYX | VWINX | EKSYX / VWINX | |
| Total Expense Ratio | 0.63 | 0.23 | 274% |
| Annual Report Gross Expense Ratio | 0.87 | 0.23 | 378% |
| Fund Existence | 29 years | 55 years | - |
| Gain YTD | 12.696 | 8.587 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 359M | 49B | 1% |
| Annual Yield % from dividends | 5.66 | 3.41 | 166% |
| Returns for 1 year | 12.75 | 2.79 | 458% |
| Returns for 3 years | 47.08 | 16.09 | 293% |
| Returns for 5 years | 36.25 | 4.52 | 801% |
| Returns for 10 years | 67.22 | 26.80 | 251% |
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