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VTMFX vs WHGOX
VTMFX vs WHGOX Comparison
Open Charts VTMFX vs WHGOX
Vanguard Tax-Managed Balanced Adm
Price$49.48
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.51B
Westwood Income Opportunity Ultra
Price$13.05
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets580.12M
VTMFX vs WHGOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. WHGOX (580M). WHGOX pays higher dividends than VTMFX: WHGOX (4.09) vs VTMFX (2.07). VTMFX was incepted earlier than WHGOX: VTMFX (31 years) vs WHGOX (3 years). WHGOX (0.76) is less costly to investors than VTMFX (0.09). WHGOX is a more actively managed with annual turnover of: 57.00 vs. VTMFX (20.00). VTMFX has a lower initial minimum investment than WHGOX: VTMFX (10000) vs WHGOX (1000000). WHGOX annual gain was more profitable for investors over the last year : 11.62 vs. VTMFX (8.08).
| VTMFX | WHGOX | VTMFX / WHGOX | |
| Total Expense Ratio | 0.09 | 0.76 | 12% |
| Annual Report Gross Expense Ratio | 0.09 | 0.76 | 12% |
| Fund Existence | 31 years | 3 years | - |
| Gain YTD | 9.454 | 12.337 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5B | 580M | 1,983% |
| Annual Yield % from dividends | 2.07 | 4.09 | 51% |
| Returns for 1 year | 8.08 | 11.62 | 70% |
| Returns for 3 years | 39.00 | 34.77 | 112% |
| Returns for 5 years | 36.04 | N/A | - |
| Returns for 10 years | 94.00 | N/A | - |
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