VTMFX
Price
$46.83
Change
+$0.10 (+0.21%)
Updated
Jul 25 closing price
Net Assets
10.67B
VWIAX
Price
$62.70
Change
+$0.15 (+0.24%)
Updated
Jul 25 closing price
Net Assets
48.78B
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VTMFX vs VWIAX

Header iconVTMFX vs VWIAX Comparison
Open Charts VTMFX vs VWIAXBanner chart's image
Vanguard Tax-Managed Balanced Adm
Price$46.83
Change+$0.10 (+0.21%)
VolumeN/A
Net Assets10.67B
Vanguard Wellesley® Income Admiral™
Price$62.70
Change+$0.15 (+0.24%)
VolumeN/A
Net Assets48.78B
VTMFX vs VWIAX Comparison Chart in %
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VTMFX vs. VWIAX commentary
Jul 28, 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 VTMFX is a Buy and VWIAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 48.8B vs. VTMFX (10.7B). VWIAX pays higher dividends than VTMFX: VWIAX (3.57) vs VTMFX (2.17). VTMFX was incepted earlier than VWIAX: VTMFX (31 years) vs VWIAX (24 years). VWIAX (0.16) is less costly to investors than VTMFX (0.09). VWIAX is a more actively managed with annual turnover of: 59.00 vs. VTMFX (20.00). VTMFX has a lower initial minimum investment than VWIAX: VTMFX (10000) vs VWIAX (50000). VTMFX annual gain was more profitable for investors over the last year : 8.53 vs. VWIAX (4.44). VTMFX return over 5 years is better than : 40.87 vs. VWIAX (3.06).
VTMFXVWIAXVTMFX / VWIAX
Total Expense Ratio0.090.1656%
Annual Report Gross Expense Ratio0.090.1656%
Fund Existence31 years24 years-
Gain YTD3.5925.86361%
Front LoadN/AN/A-
Min. Initial Investment100005000020%
Min. Initial Investment IRAN/AN/A-
Net Assets10.7B48.8B22%
Annual Yield % from dividends2.173.5761%
Returns for 1 year8.534.44192%
Returns for 3 years29.996.09492%
Returns for 5 years40.873.061,334%
Returns for 10 years83.5424.81337%
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