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VTMFX vs WWICX
VTMFX vs WWICX Comparison
Open Charts VTMFX vs WWICX
Vanguard Tax-Managed Balanced Adm
Price$49.48
Change+$0.07 (+0.14%)
VolumeN/A
Net Assets11.51B
Westwood Income Opportunity C
Price$12.94
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets579.29M
VTMFX vs WWICX Comparison Chart in %
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VTMFX vs. WWICX commentary
Dec 26, 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 WWICX is a Hold.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. WWICX (579M). WWICX pays higher dividends than VTMFX: WWICX (3.01) vs VTMFX (2.07). 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: 57.00 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 : 10.42 vs. VTMFX (8.08). VTMFX return over 5 years is better than : 36.04 vs. WWICX (11.78).
| 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 | 9.454 | 11.136 | 85% |
| 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 | 579M | 1,986% |
| Annual Yield % from dividends | 2.07 | 3.01 | 69% |
| Returns for 1 year | 8.08 | 10.42 | 78% |
| Returns for 3 years | 38.70 | 30.14 | 128% |
| Returns for 5 years | 36.04 | 11.78 | 306% |
| Returns for 10 years | 94.86 | N/A | - |
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