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FOCIX vs VWIAX
FOCIX vs VWIAX Comparison
Open Charts FOCIX vs VWIAX
Fairholme Focused Income
Price$14.21
Change-$0.05 (-0.35%)
VolumeN/A
Net Assets204.53M
Vanguard Wellesley® Income Admiral™
Price$63.94
Change+$0.09 (+0.14%)
VolumeN/A
Net Assets49.02B
FOCIX vs VWIAX Comparison Chart in %
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FOCIX vs. VWIAX commentary
Oct 21, 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 FOCIX is a Hold and VWIAX is a Hold.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 49B vs. FOCIX (205M). VWIAX pays higher dividends than FOCIX: VWIAX (3.48) vs FOCIX (1.81). FOCIX was incepted earlier than VWIAX: FOCIX (16 years) vs VWIAX (24 years). FOCIX (1.01) is less costly to investors than VWIAX (0.16). VWIAX is a more actively managed with annual turnover of: 59.00 vs. FOCIX (47.45). FOCIX has a lower initial minimum investment than VWIAX: FOCIX (10000) vs VWIAX (50000). FOCIX annual gain was more profitable for investors over the last year : 8.76 vs. VWIAX (2.83). FOCIX return over 5 years is better than : 65.11 vs. VWIAX (4.73).
| FOCIX | VWIAX | FOCIX / VWIAX | |
| Total Expense Ratio | 1.01 | 0.16 | 631% |
| Annual Report Gross Expense Ratio | 1.01 | 0.16 | 631% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 4.542 | 8.632 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 50000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 205M | 49B | 0% |
| Annual Yield % from dividends | 1.81 | 3.48 | 52% |
| Returns for 1 year | 8.76 | 2.83 | 309% |
| Returns for 3 years | 37.71 | 16.24 | 232% |
| Returns for 5 years | 65.11 | 4.73 | 1,376% |
| Returns for 10 years | 70.19 | 27.33 | 257% |
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