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FBFZX vs VWIAX
FBFZX vs VWIAX Comparison
Open Charts FBFZX vs VWIAX
Franklin Managed Income Adv
Price$12.48
Change-$0.05 (-0.40%)
VolumeN/A
Net Assets3.31B
Vanguard Wellesley® Income Admiral™
Price$61.76
Change-$0.35 (-0.56%)
VolumeN/A
Net Assets48.1B
FBFZX vs VWIAX Comparison Chart
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FBFZX vs. VWIAX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 48.1B vs. FBFZX (3.31B). FBFZX pays higher dividends than VWIAX: FBFZX (4.68) vs VWIAX (3.72). 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 : 4.56 vs. VWIAX (3.28). FBFZX return over 5 years is better than : 28.32 vs. VWIAX (3.81).
| 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 | 3.039 | 3.623 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 50000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.31B | 48.1B | 7% |
| Annual Yield % from dividends | 4.68 | 3.72 | 126% |
| Returns for 1 year | 4.56 | 3.28 | 139% |
| Returns for 3 years | 19.22 | 7.20 | 267% |
| Returns for 5 years | 28.32 | 3.81 | 743% |
| Returns for 10 years | 42.44 | 21.47 | 198% |
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