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FBFQX vs VWIAX
FBFQX vs VWIAX Comparison
Open Charts FBFQX vs VWIAX
Franklin Managed Income R
Price$12.68
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.35B
Vanguard Wellesley® Income Admiral™
Price$62.44
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets48.1B
FBFQX vs VWIAX Comparison Chart in %
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FBFQX vs. VWIAX 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 FBFQX is a Buy and VWIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 48.1B vs. FBFQX (3.35B). FBFQX pays higher dividends than VWIAX: FBFQX (4.09) vs VWIAX (3.57). FBFQX was incepted earlier than VWIAX: FBFQX (19 years) vs VWIAX (24 years). FBFQX (1.16) is less costly to investors than VWIAX (0.16). VWIAX is a more actively managed with annual turnover of: 59.00 vs. FBFQX (31.92). FBFQX has a lower initial minimum investment than VWIAX: FBFQX (1000) vs VWIAX (50000). FBFQX annual gain was more profitable for investors over the last year : 6.22 vs. VWIAX (5.55). FBFQX return over 5 years is better than : 27.61 vs. VWIAX (5.15).
| FBFQX | VWIAX | FBFQX / VWIAX | |
| Total Expense Ratio | 1.15 | 0.16 | 719% |
| Annual Report Gross Expense Ratio | 1.16 | 0.16 | 725% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 4.763 | 5.424 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.35B | 48.1B | 7% |
| Annual Yield % from dividends | 4.09 | 3.57 | 114% |
| Returns for 1 year | 6.22 | 5.55 | 112% |
| Returns for 3 years | 18.11 | 6.85 | 264% |
| Returns for 5 years | 27.61 | 5.15 | 536% |
| Returns for 10 years | 42.28 | 24.72 | 171% |
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