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VTMFX vs VWINX
VTMFX vs VWINX Comparison
Open Charts VTMFX vs VWINX
Vanguard Tax-Managed Balanced Adm
Price$46.54
Change+$0.19 (+0.41%)
VolumeN/A
Net Assets10.38B
Vanguard Wellesley® Income I
Price$25.78
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets48.1B
VTMFX vs VWINX Comparison Chart in %
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VTMFX vs. VWINX 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 VWINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.1B vs. VTMFX (10.4B). 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 : 7.02 vs. VWINX (5.49). VTMFX return over 5 years is better than : 42.87 vs. VWINX (4.92).
| 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 | 2.951 | 5.391 | 55% |
| 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 | 3.51 | 62% |
| Returns for 1 year | 7.02 | 5.49 | 128% |
| Returns for 3 years | 31.74 | 6.71 | 473% |
| Returns for 5 years | 42.87 | 4.92 | 871% |
| Returns for 10 years | 83.56 | 24.19 | 345% |
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