VTMFX
Price
$46.54
Change
+$0.19 (+0.41%)
Updated
Jul 3 closing price
Net Assets
10.38B
VWIAX
Price
$62.44
Change
-$0.04 (-0.06%)
Updated
Jul 3 closing price
Net Assets
48.1B
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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$46.54
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.

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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).
VTMFXVWIAXVTMFX / VWIAX
Total Expense Ratio0.090.1656%
Annual Report Gross Expense Ratio0.090.1656%
Fund Existence31 years24 years-
Gain YTD2.9515.42454%
Front LoadN/AN/A-
Min. Initial Investment100005000020%
Min. Initial Investment IRAN/AN/A-
Net Assets10.4B48.1B22%
Annual Yield % from dividends2.173.5761%
Returns for 1 year7.025.55126%
Returns for 3 years31.746.85463%
Returns for 5 years42.875.15832%
Returns for 10 years83.5624.72338%
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