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VTMFX vs WHGOX
VTMFX vs WHGOX Comparison
Open Charts VTMFX vs WHGOX
Vanguard Tax-Managed Balanced Adm
Price$49.74
Change+$1.00 (+2.05%)
VolumeN/A
Net Assets11.52B
Westwood Income Opportunity Ultra
Price$13.28
Change+$0.55 (+4.32%)
VolumeN/A
Net Assets594.9M
VTMFX vs WHGOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. WHGOX (595M). WHGOX pays higher dividends than VTMFX: WHGOX (3.47) vs VTMFX (2.11). 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: 67.00 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 : 12.44 vs. VTMFX (8.45).
| 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 | 1.056 | 2.822 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5B | 595M | 1,933% |
| Annual Yield % from dividends | 2.11 | 3.47 | 61% |
| Returns for 1 year | 8.45 | 12.44 | 68% |
| Returns for 3 years | 32.78 | 31.30 | 105% |
| Returns for 5 years | 33.48 | N/A | - |
| Returns for 10 years | 103.36 | N/A | - |
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