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GLRBX vs VWIAX
GLRBX vs VWIAX Comparison
Open Charts GLRBX vs VWIAX
James Balanced: Golden Rainbow R
Price$23.17
Change+$0.06 (+0.26%)
VolumeN/A
Net Assets413.54M
Vanguard Wellesley® Income Admiral™
Price$62.44
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets48.1B
GLRBX vs VWIAX Comparison Chart in %
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GLRBX vs. VWIAX commentary
Jul 06, 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 GLRBX is a Buy and VWIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 48.1B vs. GLRBX (414M). VWIAX pays higher dividends than GLRBX: VWIAX (3.57) vs GLRBX (1.25). GLRBX was incepted earlier than VWIAX: GLRBX (34 years) vs VWIAX (24 years). GLRBX (1.23) is less costly to investors than VWIAX (0.16). VWIAX is a more actively managed with annual turnover of: 59.00 vs. GLRBX (26.00). GLRBX has a lower initial minimum investment than VWIAX: GLRBX (2000) vs VWIAX (50000). GLRBX annual gain was more profitable for investors over the last year : 6.12 vs. VWIAX (5.55). GLRBX return over 5 years is better than : 21.18 vs. VWIAX (5.15).
| GLRBX | VWIAX | GLRBX / VWIAX | |
| Total Expense Ratio | 1.23 | 0.16 | 769% |
| Annual Report Gross Expense Ratio | 1.23 | 0.16 | 769% |
| Fund Existence | 34 years | 24 years | - |
| Gain YTD | 4.941 | 5.424 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 50000 | 4% |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 414M | 48.1B | 1% |
| Annual Yield % from dividends | 1.25 | 3.57 | 35% |
| Returns for 1 year | 6.12 | 5.55 | 110% |
| Returns for 3 years | 22.13 | 6.85 | 323% |
| Returns for 5 years | 21.18 | 5.15 | 411% |
| Returns for 10 years | 2.55 | 24.72 | 10% |
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