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VTMFX vs WWIAX
VTMFX vs WWIAX Comparison
Open Charts VTMFX vs WWIAX
Vanguard Tax-Managed Balanced Adm
Price$49.48
Change+$0.07 (+0.14%)
VolumeN/A
Net Assets11.51B
Westwood Income Opportunity A
Price$13.01
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets579.29M
VTMFX vs WWIAX Comparison Chart in %
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VTMFX vs. WWIAX commentary
Dec 25, 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 WWIAX is a Hold.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. WWIAX (579M). WWIAX pays higher dividends than VTMFX: WWIAX (3.81) vs VTMFX (2.07). VTMFX was incepted earlier than WWIAX: VTMFX (31 years) vs WWIAX (18 years). WWIAX (1.01) is less costly to investors than VTMFX (0.09). WWIAX is a more actively managed with annual turnover of: 57.00 vs. VTMFX (20.00). WWIAX has a lower initial minimum investment than VTMFX: WWIAX (1000) vs VTMFX (10000). WWIAX annual gain was more profitable for investors over the last year : 11.25 vs. VTMFX (8.08). VTMFX return over 5 years is better than : 36.04 vs. WWIAX (16.07).
| VTMFX | WWIAX | VTMFX / WWIAX | |
| Total Expense Ratio | 0.09 | 1.01 | 9% |
| Annual Report Gross Expense Ratio | 0.09 | 1.01 | 9% |
| Fund Existence | 31 years | 18 years | - |
| Gain YTD | 9.454 | 11.854 | 80% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 11.5B | 579M | 1,986% |
| Annual Yield % from dividends | 2.07 | 3.81 | 54% |
| Returns for 1 year | 8.08 | 11.25 | 72% |
| Returns for 3 years | 38.70 | 32.96 | 117% |
| Returns for 5 years | 36.04 | 16.07 | 224% |
| Returns for 10 years | 94.86 | 17.61 | 539% |
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