FBFZX
Price
$12.68
Change
-$0.00 (-0.00%)
Updated
Jul 3 closing price
Net Assets
3.35B
VWINX
Price
$25.78
Change
-$0.01 (-0.04%)
Updated
Jul 3 closing price
Net Assets
48.1B
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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$12.68
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.35B
Vanguard Wellesley® Income I
Price$25.78
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets48.1B
FBFZX vs VWINX Comparison Chart in %
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FBFZX vs. VWINX 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 VWINX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.1B vs. FBFZX (3.35B). 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 : 6.84 vs. VWINX (5.49). FBFZX return over 5 years is better than : 30.63 vs. VWINX (4.92).
FBFZXVWINXFBFZX / VWINX
Total Expense Ratio0.650.23283%
Annual Report Gross Expense Ratio0.660.23287%
Fund Existence19 years55 years-
Gain YTD5.1125.39195%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRAN/AN/A-
Net Assets3.35B48.1B7%
Annual Yield % from dividends4.583.51131%
Returns for 1 year6.845.49125%
Returns for 3 years19.846.71296%
Returns for 5 years30.634.92622%
Returns for 10 years47.4524.19196%
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