VTMFX
Price
$46.54
Change
+$0.19 (+0.41%)
Updated
Jul 3 closing price
Net Assets
10.38B
VWINX
Price
$25.78
Change
-$0.01 (-0.04%)
Updated
Jul 3 closing price
Net Assets
48.1B
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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$46.54
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.

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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).
VTMFXVWINXVTMFX / VWINX
Total Expense Ratio0.090.2339%
Annual Report Gross Expense Ratio0.090.2339%
Fund Existence31 years55 years-
Gain YTD2.9515.39155%
Front LoadN/AN/A-
Min. Initial Investment100003000333%
Min. Initial Investment IRAN/AN/A-
Net Assets10.4B48.1B22%
Annual Yield % from dividends2.173.5162%
Returns for 1 year7.025.49128%
Returns for 3 years31.746.71473%
Returns for 5 years42.874.92871%
Returns for 10 years83.5624.19345%
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