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VTMFX vs WBAIX
VTMFX vs WBAIX Comparison
Open Charts VTMFX vs WBAIX
Vanguard Tax-Managed Balanced Adm
Price$49.74
Change+$1.00 (+2.05%)
VolumeN/A
Net Assets11.52B
Weitz Conservative Allocation-Instl Cl
Price$16.76
Change-$0.41 (-2.39%)
VolumeN/A
Net Assets191.37M
VTMFX vs WBAIX Comparison Chart in %
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VTMFX vs. WBAIX commentary
Feb 04, 2026
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 WBAIX is a Hold.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. WBAIX (191M). WBAIX (2.16) and VTMFX (2.11) 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 : 8.45 vs. WBAIX (-0.05). VTMFX return over 5 years is better than : 33.48 vs. WBAIX (13.70).
| 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 | 1.056 | 0.359 | 294% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5B | 191M | 6,021% |
| Annual Yield % from dividends | 2.11 | 2.16 | 98% |
| Returns for 1 year | 8.45 | -0.05 | -15,781% |
| Returns for 3 years | 32.78 | 12.32 | 266% |
| Returns for 5 years | 33.48 | 13.70 | 244% |
| Returns for 10 years | 103.36 | N/A | - |
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