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VTMFX vs WBAIX
VTMFX vs WBAIX Comparison
Open Charts VTMFX vs WBAIX
Vanguard Tax-Managed Balanced Adm
Price$49.48
Change+$0.07 (+0.14%)
VolumeN/A
Net Assets11.51B
Weitz Conservative Allocation-Instl Cl
Price$16.78
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets214.96M
VTMFX vs WBAIX Comparison Chart in %
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VTMFX vs. WBAIX commentary
Dec 26, 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 Hold and WBAIX is a Hold.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. WBAIX (215M). VTMFX (2.07) and WBAIX (2.06) have matching dividends . VTMFX was incepted earlier than WBAIX: VTMFX (31 years) vs WBAIX (7 years). WBAIX (0.76) is less costly to investors than VTMFX (0.09). WBAIX is a more actively managed with annual turnover of: 25.00 vs. VTMFX (20.00). VTMFX has a lower initial minimum investment than WBAIX: VTMFX (10000) vs WBAIX (1000000). VTMFX annual gain was more profitable for investors over the last year : 8.08 vs. WBAIX (-0.32). VTMFX return over 5 years is better than : 36.04 vs. WBAIX (14.20).
| VTMFX | WBAIX | VTMFX / WBAIX | |
| Total Expense Ratio | 0.09 | 0.70 | 13% |
| Annual Report Gross Expense Ratio | 0.09 | 0.76 | 12% |
| Fund Existence | 31 years | 7 years | - |
| Gain YTD | 9.454 | 0.325 | 2,906% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5B | 215M | 5,349% |
| Annual Yield % from dividends | 2.07 | 2.06 | 100% |
| Returns for 1 year | 8.08 | -0.32 | -2,491% |
| Returns for 3 years | 38.70 | 14.95 | 259% |
| Returns for 5 years | 36.04 | 14.20 | 254% |
| Returns for 10 years | 94.86 | N/A | - |
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