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EKSYX vs VWINX
EKSYX vs VWINX Comparison
Open Charts EKSYX vs VWINX
Allspring Diversified Income Bldr Inst
Price$6.01
Change-$0.03 (-0.50%)
VolumeN/A
Net Assets342.79M
Vanguard Wellesley® Income I
Price$25.49
Change-$0.15 (-0.59%)
VolumeN/A
Net Assets48.1B
EKSYX vs VWINX Comparison Chart
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EKSYX 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 EKSYX is a StrongBuy and VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.1B vs. EKSYX (343M). EKSYX pays higher dividends than VWINX: EKSYX (6.19) vs VWINX (3.65). EKSYX was incepted earlier than VWINX: EKSYX (28 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 : 9.55 vs. VWINX (3.23). EKSYX return over 5 years is better than : 34.73 vs. VWINX (3.57).
| EKSYX | VWINX | EKSYX / VWINX | |
| Total Expense Ratio | 0.63 | 0.23 | 274% |
| Annual Report Gross Expense Ratio | 0.87 | 0.23 | 378% |
| Fund Existence | 28 years | 55 years | - |
| Gain YTD | 5.315 | 3.566 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 343M | 48.1B | 1% |
| Annual Yield % from dividends | 6.19 | 3.65 | 169% |
| Returns for 1 year | 9.55 | 3.23 | 296% |
| Returns for 3 years | 34.17 | 7.02 | 487% |
| Returns for 5 years | 34.73 | 3.57 | 973% |
| Returns for 10 years | 51.71 | 20.95 | 247% |
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