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GLRBX vs VTMFX
GLRBX vs VTMFX Comparison
Open Charts GLRBX vs VTMFX
James Balanced: Golden Rainbow R
Price$24.17
Change+$0.06 (+0.25%)
VolumeN/A
Net Assets420.51M
Vanguard Tax-Managed Balanced Adm
Price$49.48
Change+$0.07 (+0.14%)
VolumeN/A
Net Assets11.51B
GLRBX vs VTMFX Comparison Chart in %
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GLRBX vs. VTMFX commentary
Dec 26, 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 Hold and VTMFX is a Hold.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. GLRBX (421M). VTMFX pays higher dividends than GLRBX: VTMFX (2.07) vs GLRBX (1.14). GLRBX was incepted earlier than VTMFX: GLRBX (35 years) vs VTMFX (31 years). GLRBX (1.23) is less costly to investors than VTMFX (0.09). GLRBX is a more actively managed with annual turnover of: 27.00 vs. VTMFX (20.00). GLRBX has a lower initial minimum investment than VTMFX: GLRBX (2000) vs VTMFX (10000). GLRBX annual gain was more profitable for investors over the last year : 8.50 vs. VTMFX (8.08). VTMFX return over 5 years is better than : 36.04 vs. GLRBX (19.34).
| GLRBX | VTMFX | GLRBX / VTMFX | |
| Total Expense Ratio | 1.23 | 0.09 | 1,367% |
| Annual Report Gross Expense Ratio | 1.23 | 0.09 | 1,367% |
| Fund Existence | 35 years | 31 years | - |
| Gain YTD | 9.787 | 9.454 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 10000 | 20% |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 421M | 11.5B | 4% |
| Annual Yield % from dividends | 1.14 | 2.07 | 55% |
| Returns for 1 year | 8.50 | 8.08 | 105% |
| Returns for 3 years | 33.00 | 38.70 | 85% |
| Returns for 5 years | 19.34 | 36.04 | 54% |
| Returns for 10 years | 11.61 | 94.86 | 12% |
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