VTMFX
Price
$46.83
Change
+$0.10 (+0.21%)
Updated
Jul 25 closing price
Net Assets
10.67B
VWINX
Price
$25.88
Change
+$0.06 (+0.23%)
Updated
Jul 25 closing price
Net Assets
48.78B
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VTMFX vs VWINX

Header iconVTMFX vs VWINX Comparison
Open Charts VTMFX vs VWINXBanner chart's image
Vanguard Tax-Managed Balanced Adm
Price$46.83
Change+$0.10 (+0.21%)
VolumeN/A
Net Assets10.67B
Vanguard Wellesley® Income I
Price$25.88
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets48.78B
VTMFX vs VWINX Comparison Chart in %
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VTMFX vs. VWINX 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 VWINX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.8B vs. VTMFX (10.7B). VWINX pays higher dividends than VTMFX: VWINX (3.51) vs VTMFX (2.17). VTMFX was incepted earlier than VWINX: VTMFX (31 years) vs VWINX (55 years). VWINX (0.23) is less costly to investors than VTMFX (0.09). VWINX is a more actively managed with annual turnover of: 59.00 vs. VTMFX (20.00). VWINX has a lower initial minimum investment than VTMFX: VWINX (3000) vs VTMFX (10000). VTMFX annual gain was more profitable for investors over the last year : 8.53 vs. VWINX (4.36). VTMFX return over 5 years is better than : 40.87 vs. VWINX (2.83).
VTMFXVWINXVTMFX / VWINX
Total Expense Ratio0.090.2339%
Annual Report Gross Expense Ratio0.090.2339%
Fund Existence31 years55 years-
Gain YTD3.5925.79962%
Front LoadN/AN/A-
Min. Initial Investment100003000333%
Min. Initial Investment IRAN/AN/A-
Net Assets10.7B48.8B22%
Annual Yield % from dividends2.173.5162%
Returns for 1 year8.534.36196%
Returns for 3 years29.995.93505%
Returns for 5 years40.872.831,447%
Returns for 10 years83.5424.28344%
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