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VTMFX vs WWIAX
VTMFX vs WWIAX Comparison
Open Charts VTMFX vs WWIAX
Vanguard Tax-Managed Balanced Adm
Price$49.70
Change-$0.13 (-0.26%)
VolumeN/A
Net Assets11.52B
Westwood Income Opportunity A
Price$13.18
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets588.44M
VTMFX vs WWIAX Comparison Chart in %
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VTMFX vs. WWIAX commentary
Jan 15, 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 Hold and WWIAX is a Hold.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. WWIAX (588M). WWIAX pays higher dividends than VTMFX: WWIAX (3.13) vs VTMFX (2.14). 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 : 14.01 vs. VTMFX (10.58). VTMFX return over 5 years is better than : 35.60 vs. WWIAX (16.27).
| 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 | 0.975 | 1.933 | 50% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 11.5B | 588M | 1,956% |
| Annual Yield % from dividends | 2.14 | 3.13 | 68% |
| Returns for 1 year | 10.58 | 14.01 | 75% |
| Returns for 3 years | 35.54 | 30.50 | 117% |
| Returns for 5 years | 35.60 | 16.27 | 219% |
| Returns for 10 years | 103.59 | 25.10 | 413% |
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