Interact to see
Advertisement
Advertisement
VTMFX vs VWINX
VTMFX vs VWINX Comparison
Open Charts VTMFX vs VWINX
Vanguard Tax-Managed Balanced Adm
Price$45.52
Change-$0.28 (-0.61%)
VolumeN/A
Net Assets10.38B
Vanguard Wellesley® Income I
Price$25.49
Change-$0.15 (-0.59%)
VolumeN/A
Net Assets48.1B
VTMFX vs VWINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VTMFX vs. VWINX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.1B vs. VTMFX (10.4B). VWINX pays higher dividends than VTMFX: VWINX (3.65) 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 : 5.39 vs. VWINX (3.23). VTMFX return over 5 years is better than : 41.76 vs. VWINX (3.57).
| VTMFX | VWINX | VTMFX / VWINX | |
| Total Expense Ratio | 0.09 | 0.23 | 39% |
| Annual Report Gross Expense Ratio | 0.09 | 0.23 | 39% |
| Fund Existence | 31 years | 55 years | - |
| Gain YTD | 0.669 | 3.566 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 48.1B | 22% |
| Annual Yield % from dividends | 2.17 | 3.65 | 59% |
| Returns for 1 year | 5.39 | 3.23 | 167% |
| Returns for 3 years | 31.02 | 7.02 | 442% |
| Returns for 5 years | 41.76 | 3.57 | 1,170% |
| Returns for 10 years | 77.77 | 20.95 | 371% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CLBCX | 35.63 | -0.31 | -0.86% |
| American Funds American Balanced 529C | |||
| SCDGX | 34.37 | -0.32 | -0.92% |
| DWS Core Equity S | |||
| ADCYX | 23.13 | -0.34 | -1.45% |
| American Century Disciplined Growth Y | |||
| TPAIX | 28.11 | -0.44 | -1.54% |
| Timothy Plan Israel Common Values A | |||
| JSCOX | 21.21 | -0.35 | -1.62% |
| Janus Henderson Small Cap Value I | |||