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IBBFX vs VTMFX
IBBFX vs VTMFX Comparison
Open Charts IBBFX vs VTMFX
Thrivent Dynamic Allocation S
Price$14.55
Change-$0.26 (-1.76%)
VolumeN/A
Net Assets450.89M
Vanguard Tax-Managed Balanced Adm
Price$49.74
Change+$1.00 (+2.05%)
VolumeN/A
Net Assets11.52B
IBBFX vs VTMFX Comparison Chart in %
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IBBFX vs. VTMFX commentary
Feb 04, 2026
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 IBBFX is a Hold and VTMFX is a Buy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. IBBFX (451M). IBBFX pays higher dividends than VTMFX: IBBFX (2.93) vs VTMFX (2.11). IBBFX was incepted earlier than VTMFX: IBBFX (28 years) vs VTMFX (31 years). IBBFX (0.77) is less costly to investors than VTMFX (0.09). IBBFX is a more actively managed with annual turnover of: 78.00 vs. VTMFX (20.00). IBBFX has a lower initial minimum investment than VTMFX: IBBFX (2000) vs VTMFX (10000). VTMFX annual gain was more profitable for investors over the last year : 8.45 vs. IBBFX (7.98). VTMFX return over 5 years is better than : 33.48 vs. IBBFX (18.01).
| IBBFX | VTMFX | IBBFX / VTMFX | |
| Total Expense Ratio | 0.75 | 0.09 | 833% |
| Annual Report Gross Expense Ratio | 0.77 | 0.09 | 856% |
| Fund Existence | 28 years | 31 years | - |
| Gain YTD | 1.606 | 1.056 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 10000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 451M | 11.5B | 4% |
| Annual Yield % from dividends | 2.93 | 2.11 | 138% |
| Returns for 1 year | 7.98 | 8.45 | 94% |
| Returns for 3 years | 24.07 | 32.78 | 73% |
| Returns for 5 years | 18.01 | 33.48 | 54% |
| Returns for 10 years | 64.24 | 103.36 | 62% |
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