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VTMFX vs WWICX
VTMFX vs WWICX Comparison
Open Charts VTMFX vs WWICX
Vanguard Tax-Managed Balanced Adm
Price$49.74
Change+$1.00 (+2.05%)
VolumeN/A
Net Assets11.52B
Westwood Income Opportunity C
Price$13.21
Change+$0.56 (+4.43%)
VolumeN/A
Net Assets594.08M
VTMFX vs WWICX Comparison Chart in %
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VTMFX vs. WWICX commentary
Feb 05, 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 Buy and WWICX is a Buy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. WWICX (594M). WWICX pays higher dividends than VTMFX: WWICX (2.48) vs VTMFX (2.11). VTMFX was incepted earlier than WWICX: VTMFX (31 years) vs WWICX (6 years). WWICX (1.76) is less costly to investors than VTMFX (0.09). WWICX is a more actively managed with annual turnover of: 67.00 vs. VTMFX (20.00). WWICX has a lower initial minimum investment than VTMFX: WWICX (1000) vs VTMFX (10000). WWICX annual gain was more profitable for investors over the last year : 11.48 vs. VTMFX (8.45). VTMFX return over 5 years is better than : 33.48 vs. WWICX (12.11).
| VTMFX | WWICX | VTMFX / WWICX | |
| Total Expense Ratio | 0.09 | 1.76 | 5% |
| Annual Report Gross Expense Ratio | 0.09 | 1.76 | 5% |
| Fund Existence | 31 years | 6 years | - |
| Gain YTD | 1.056 | 2.751 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5B | 594M | 1,936% |
| Annual Yield % from dividends | 2.11 | 2.48 | 85% |
| Returns for 1 year | 8.45 | 11.48 | 74% |
| Returns for 3 years | 32.78 | 27.61 | 119% |
| Returns for 5 years | 33.48 | 12.11 | 276% |
| Returns for 10 years | 103.36 | N/A | - |
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