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VTMFX vs WBALX
VTMFX vs WBALX Comparison
Open Charts VTMFX vs WBALX
Vanguard Tax-Managed Balanced Adm
Price$49.48
Change+$0.07 (+0.14%)
VolumeN/A
Net Assets11.51B
Weitz Conservative Allocation-Inv Cl
Price$16.73
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets214.96M
VTMFX vs WBALX Comparison Chart in %
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VTMFX vs. WBALX commentary
Dec 27, 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 WBALX is a Hold.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. WBALX (215M). VTMFX pays higher dividends than WBALX: VTMFX (2.07) vs WBALX (1.97). VTMFX was incepted earlier than WBALX: VTMFX (31 years) vs WBALX (22 years). WBALX (1.00) is less costly to investors than VTMFX (0.09). WBALX is a more actively managed with annual turnover of: 25.00 vs. VTMFX (20.00). WBALX has a lower initial minimum investment than VTMFX: WBALX (2500) vs VTMFX (10000). VTMFX annual gain was more profitable for investors over the last year : 8.08 vs. WBALX (-0.41). VTMFX return over 5 years is better than : 36.04 vs. WBALX (13.44).
| VTMFX | WBALX | VTMFX / WBALX | |
| Total Expense Ratio | 0.09 | 0.85 | 11% |
| Annual Report Gross Expense Ratio | 0.09 | 1.00 | 9% |
| Fund Existence | 31 years | 22 years | - |
| Gain YTD | 9.454 | 0.180 | 5,245% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5B | 215M | 5,349% |
| Annual Yield % from dividends | 2.07 | 1.97 | 105% |
| Returns for 1 year | 8.08 | -0.41 | -1,966% |
| Returns for 3 years | 38.70 | 14.42 | 268% |
| Returns for 5 years | 36.04 | 13.44 | 268% |
| Returns for 10 years | 94.86 | 37.89 | 250% |
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