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GLRBX vs VWINX
GLRBX vs VWINX Comparison
Open Charts GLRBX vs VWINX
James Balanced: Golden Rainbow R
Price$23.17
Change+$0.06 (+0.26%)
VolumeN/A
Net Assets413.54M
Vanguard Wellesley® Income I
Price$25.78
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets48.1B
GLRBX vs VWINX Comparison Chart in %
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GLRBX vs. VWINX 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 VWINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.1B vs. GLRBX (414M). VWINX pays higher dividends than GLRBX: VWINX (3.51) vs GLRBX (1.25). GLRBX was incepted earlier than VWINX: GLRBX (34 years) vs VWINX (55 years). GLRBX (1.23) is less costly to investors than VWINX (0.23). VWINX is a more actively managed with annual turnover of: 59.00 vs. GLRBX (26.00). GLRBX has a lower initial minimum investment than VWINX: GLRBX (2000) vs VWINX (3000). GLRBX annual gain was more profitable for investors over the last year : 6.12 vs. VWINX (5.49). GLRBX return over 5 years is better than : 21.18 vs. VWINX (4.92).
| GLRBX | VWINX | GLRBX / VWINX | |
| Total Expense Ratio | 1.23 | 0.23 | 535% |
| Annual Report Gross Expense Ratio | 1.23 | 0.23 | 535% |
| Fund Existence | 34 years | 55 years | - |
| Gain YTD | 4.941 | 5.391 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 414M | 48.1B | 1% |
| Annual Yield % from dividends | 1.25 | 3.51 | 36% |
| Returns for 1 year | 6.12 | 5.49 | 112% |
| Returns for 3 years | 22.13 | 6.71 | 330% |
| Returns for 5 years | 21.18 | 4.92 | 430% |
| Returns for 10 years | 2.55 | 24.19 | 11% |
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