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VTMFX vs WBALX
VTMFX vs WBALX Comparison
Open Charts VTMFX vs WBALX
Vanguard Tax-Managed Balanced Adm
Price$49.74
Change+$1.00 (+2.05%)
VolumeN/A
Net Assets11.52B
Weitz Conservative Allocation-Inv Cl
Price$16.71
Change-$0.41 (-2.39%)
VolumeN/A
Net Assets191.37M
VTMFX vs WBALX Comparison Chart in %
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VTMFX vs. WBALX 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 WBALX is a Hold.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. WBALX (191M). VTMFX (2.11) and WBALX (2.06) have matching dividends . 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 : 8.45 vs. WBALX (-0.22). VTMFX return over 5 years is better than : 33.48 vs. WBALX (12.85).
| 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 | 1.056 | 0.360 | 293% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5B | 191M | 6,021% |
| Annual Yield % from dividends | 2.11 | 2.06 | 103% |
| Returns for 1 year | 8.45 | -0.22 | -3,780% |
| Returns for 3 years | 32.78 | 11.78 | 278% |
| Returns for 5 years | 33.48 | 12.85 | 260% |
| Returns for 10 years | 103.36 | 45.75 | 226% |
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