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VTMFX vs WHGIX
VTMFX vs WHGIX Comparison
Open Charts VTMFX vs WHGIX
Vanguard Tax-Managed Balanced Adm
Price$49.74
Change+$1.00 (+2.05%)
VolumeN/A
Net Assets11.52B
Westwood Income Opportunity Instl
Price$13.29
Change+$0.56 (+4.40%)
VolumeN/A
Net Assets594.08M
VTMFX vs WHGIX Comparison Chart in %
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VTMFX vs. WHGIX commentary
Feb 05, 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 WHGIX is a Buy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. WHGIX (594M). WHGIX pays higher dividends than VTMFX: WHGIX (3.39) vs VTMFX (2.11). VTMFX was incepted earlier than WHGIX: VTMFX (31 years) vs WHGIX (20 years). WHGIX (0.84) is less costly to investors than VTMFX (0.09). WHGIX is a more actively managed with annual turnover of: 67.00 vs. VTMFX (20.00). VTMFX has a lower initial minimum investment than WHGIX: VTMFX (10000) vs WHGIX (100000). WHGIX annual gain was more profitable for investors over the last year : 12.43 vs. VTMFX (8.45). VTMFX return over 5 years is better than : 33.48 vs. WHGIX (17.52).
| VTMFX | WHGIX | VTMFX / WHGIX | |
| Total Expense Ratio | 0.09 | 0.84 | 11% |
| Annual Report Gross Expense Ratio | 0.09 | 0.84 | 11% |
| Fund Existence | 31 years | 20 years | - |
| Gain YTD | 1.056 | 2.891 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5B | 594M | 1,936% |
| Annual Yield % from dividends | 2.11 | 3.39 | 62% |
| Returns for 1 year | 8.45 | 12.43 | 68% |
| Returns for 3 years | 32.78 | 31.06 | 106% |
| Returns for 5 years | 33.48 | 17.52 | 191% |
| Returns for 10 years | 103.36 | 28.02 | 369% |
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