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FBFZX vs VWIAX
FBFZX vs VWIAX Comparison
Open Charts FBFZX vs VWIAX
Franklin Managed Income Adv
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
FBFZX vs VWIAX Comparison Chart in %
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FBFZX 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 FBFZX is a Buy and VWIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 48.1B vs. FBFZX (3.35B). 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 : 6.84 vs. VWIAX (5.55). FBFZX return over 5 years is better than : 30.63 vs. VWIAX (5.15).
| FBFZX | VWIAX | FBFZX / VWIAX | |
| Total Expense Ratio | 0.65 | 0.16 | 406% |
| Annual Report Gross Expense Ratio | 0.66 | 0.16 | 413% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 5.112 | 5.424 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 50000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.35B | 48.1B | 7% |
| Annual Yield % from dividends | 4.58 | 3.57 | 128% |
| Returns for 1 year | 6.84 | 5.55 | 123% |
| Returns for 3 years | 19.84 | 6.85 | 290% |
| Returns for 5 years | 30.63 | 5.15 | 594% |
| Returns for 10 years | 47.45 | 24.72 | 192% |
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