FBFZX
Price
$12.59
Change
-$0.08 (-0.63%)
Updated
Jul 28 closing price
Net Assets
3.33B
VWINX
Price
$25.80
Change
-$0.08 (-0.31%)
Updated
Jul 28 closing price
Net Assets
48.78B
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FBFZX vs VWINX

Header iconFBFZX vs VWINX Comparison
Open Charts FBFZX vs VWINXBanner chart's image
Franklin Managed Income Adv
Price$12.59
Change-$0.08 (-0.63%)
VolumeN/A
Net Assets3.33B
Vanguard Wellesley® Income I
Price$25.80
Change-$0.08 (-0.31%)
VolumeN/A
Net Assets48.78B
FBFZX vs VWINX Comparison Chart in %
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FBFZX vs. VWINX 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 VWINX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.8B vs. FBFZX (3.33B). FBFZX pays higher dividends than VWINX: FBFZX (4.58) vs VWINX (3.51). 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 : 4.15 vs. VWINX (3.42). FBFZX return over 5 years is better than : 27.04 vs. VWINX (2.03).
FBFZXVWINXFBFZX / VWINX
Total Expense Ratio0.650.23283%
Annual Report Gross Expense Ratio0.660.23287%
Fund Existence19 years55 years-
Gain YTD4.7835.47287%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRAN/AN/A-
Net Assets3.33B48.8B7%
Annual Yield % from dividends4.583.51131%
Returns for 1 year4.153.42121%
Returns for 3 years15.474.06381%
Returns for 5 years27.042.031,332%
Returns for 10 years46.7223.16202%
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