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FBFZX vs VWINX
FBFZX vs VWINX Comparison
Open Charts FBFZX vs VWINX
Franklin Managed Income Adv
Price$12.91
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets3.35B
Vanguard Wellesley® Income I
Price$26.40
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets49.02B
FBFZX vs VWINX Comparison Chart in %
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FBFZX vs. VWINX commentary
Oct 19, 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 VWINX is a Hold.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 49B vs. FBFZX (3.35B). FBFZX pays higher dividends than VWINX: FBFZX (4.50) vs VWINX (3.41). FBFZX was incepted earlier than VWINX: FBFZX (19 years) vs VWINX (55 years). FBFZX (0.66) is less costly to investors than VWINX (0.23). VWINX is a more actively managed with annual turnover of: 59.00 vs. FBFZX (31.92). VWINX has a lower initial minimum investment than FBFZX: VWINX (3000) vs FBFZX (100000). FBFZX annual gain was more profitable for investors over the last year : 3.63 vs. VWINX (2.79). FBFZX return over 5 years is better than : 30.28 vs. VWINX (4.52).
| FBFZX | VWINX | FBFZX / VWINX | |
| Total Expense Ratio | 0.65 | 0.23 | 283% |
| Annual Report Gross Expense Ratio | 0.66 | 0.23 | 287% |
| Fund Existence | 19 years | 55 years | - |
| Gain YTD | 8.297 | 8.587 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.35B | 49B | 7% |
| Annual Yield % from dividends | 4.50 | 3.41 | 132% |
| Returns for 1 year | 3.63 | 2.79 | 130% |
| Returns for 3 years | 28.97 | 16.09 | 180% |
| Returns for 5 years | 30.28 | 4.52 | 669% |
| Returns for 10 years | 53.72 | 26.80 | 200% |
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