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VTMFX vs WHGIX
VTMFX vs WHGIX Comparison
Open Charts VTMFX vs WHGIX
Vanguard Tax-Managed Balanced Adm
Price$49.48
Change+$0.07 (+0.14%)
VolumeN/A
Net Assets11.51B
Westwood Income Opportunity Instl
Price$13.03
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets579.29M
VTMFX vs WHGIX Comparison Chart in %
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VTMFX vs. WHGIX 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 WHGIX is a Hold.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. WHGIX (579M). WHGIX pays higher dividends than VTMFX: WHGIX (3.99) vs VTMFX (2.07). 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: 57.00 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 : 11.44 vs. VTMFX (8.08). VTMFX return over 5 years is better than : 36.04 vs. WHGIX (17.25).
| 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 | 9.454 | 12.088 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5B | 579M | 1,986% |
| Annual Yield % from dividends | 2.07 | 3.99 | 52% |
| Returns for 1 year | 8.08 | 11.44 | 71% |
| Returns for 3 years | 38.70 | 33.74 | 115% |
| Returns for 5 years | 36.04 | 17.25 | 209% |
| Returns for 10 years | 94.86 | 20.45 | 464% |
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