FBFZX
Price
$12.59
Change
-$0.08 (-0.63%)
Updated
Jul 28 closing price
Net Assets
3.33B
VWIAX
Price
$62.49
Change
-$0.21 (-0.33%)
Updated
Jul 28 closing price
Net Assets
48.78B
Interact to see
Advertisement

FBFZX vs VWIAX

Header iconFBFZX vs VWIAX Comparison
Open Charts FBFZX vs VWIAXBanner chart's image
Franklin Managed Income Adv
Price$12.59
Change-$0.08 (-0.63%)
VolumeN/A
Net Assets3.33B
Vanguard Wellesley® Income Admiral™
Price$62.49
Change-$0.21 (-0.33%)
VolumeN/A
Net Assets48.78B
FBFZX vs VWIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
FBFZX vs. VWIAX commentary
Jul 29, 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 FBFZX is a StrongBuy and VWIAX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 48.8B vs. FBFZX (3.33B). FBFZX pays higher dividends than VWIAX: FBFZX (4.58) vs VWIAX (3.57). FBFZX was incepted earlier than VWIAX: FBFZX (19 years) vs VWIAX (24 years). FBFZX (0.66) is less costly to investors than VWIAX (0.16). VWIAX is a more actively managed with annual turnover of: 59.00 vs. FBFZX (31.92). VWIAX has a lower initial minimum investment than FBFZX: VWIAX (50000) vs FBFZX (100000). FBFZX annual gain was more profitable for investors over the last year : 4.15 vs. VWIAX (3.45). FBFZX return over 5 years is better than : 27.04 vs. VWIAX (2.23).
FBFZXVWIAXFBFZX / VWIAX
Total Expense Ratio0.650.16406%
Annual Report Gross Expense Ratio0.660.16413%
Fund Existence19 years24 years-
Gain YTD4.7835.50887%
Front LoadN/AN/A-
Min. Initial Investment10000050000200%
Min. Initial Investment IRAN/AN/A-
Net Assets3.33B48.8B7%
Annual Yield % from dividends4.583.57128%
Returns for 1 year4.153.45120%
Returns for 3 years15.474.21367%
Returns for 5 years27.042.231,211%
Returns for 10 years46.7223.66197%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
CLOZ26.86N/A
+0.02%
Eldridge BBB-B CLO ETF
VGSH58.55-0.01
-0.02%
Vanguard Short-Term Treasury ETF
HYRM23.44-0.01
-0.04%
Xtrackers Risk Managed USD HY Strat ETF
MARO20.70-0.02
-0.10%
Yieldmax Mara Option Income Strategy ETF
ISMD36.87-0.05
-0.14%
Inspire Small/Mid Cap ETF