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VTMFX vs VWIAX
VTMFX vs VWIAX Comparison
Open Charts VTMFX vs VWIAX
Vanguard Tax-Managed Balanced Adm
Price$46.54
Change+$0.19 (+0.41%)
VolumeN/A
Net Assets10.38B
Vanguard Wellesley® Income Admiral™
Price$62.44
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets48.1B
VTMFX vs VWIAX Comparison Chart in %
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VTMFX vs. VWIAX commentary
Jul 07, 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.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 48.1B vs. VTMFX (10.4B). 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 : 7.02 vs. VWIAX (5.55). VTMFX return over 5 years is better than : 42.87 vs. VWIAX (5.15).
| VTMFX | VWIAX | VTMFX / VWIAX | |
| Total Expense Ratio | 0.09 | 0.16 | 56% |
| Annual Report Gross Expense Ratio | 0.09 | 0.16 | 56% |
| Fund Existence | 31 years | 24 years | - |
| Gain YTD | 2.951 | 5.424 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 50000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 48.1B | 22% |
| Annual Yield % from dividends | 2.17 | 3.57 | 61% |
| Returns for 1 year | 7.02 | 5.55 | 126% |
| Returns for 3 years | 31.74 | 6.85 | 463% |
| Returns for 5 years | 42.87 | 5.15 | 832% |
| Returns for 10 years | 83.56 | 24.72 | 338% |
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