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DVOIX vs VTMFX
DVOIX vs VTMFX Comparison
Open Charts DVOIX vs VTMFX
Meeder Moderate Allocation Institutional
Price$12.12
Change+$0.06 (+0.50%)
VolumeN/A
Net Assets177.62M
Vanguard Tax-Managed Balanced Adm
Price$44.28
Change+$0.30 (+0.68%)
VolumeN/A
Net Assets10.14B
DVOIX vs VTMFX Comparison Chart
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DVOIX vs. VTMFX commentary
May 03, 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 DVOIX is a Buy and VTMFX is a Buy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 10.1B vs. DVOIX (178M). DVOIX (2.33) and VTMFX (2.24) have matching dividends . DVOIX was incepted earlier than VTMFX: DVOIX (9 years) vs VTMFX (31 years). DVOIX (1.20) is less costly to investors than VTMFX (0.09). DVOIX is a more actively managed with annual turnover of: 199.00 vs. VTMFX (20.00). VTMFX has a lower initial minimum investment than DVOIX: VTMFX (10000) vs DVOIX (1000000). VTMFX annual gain was more profitable for investors over the last year : 5.84 vs. DVOIX (1.43). VTMFX return over 5 years is better than : 44.86 vs. DVOIX (22.88).
| DVOIX | VTMFX | DVOIX / VTMFX | |
| Total Expense Ratio | 1.20 | 0.09 | 1,333% |
| Annual Report Gross Expense Ratio | 1.20 | 0.09 | 1,333% |
| Fund Existence | 9 years | 31 years | - |
| Gain YTD | -1.146 | -2.737 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 178M | 10.1B | 2% |
| Annual Yield % from dividends | 2.33 | 2.24 | 104% |
| Returns for 1 year | 1.43 | 5.84 | 24% |
| Returns for 3 years | 10.84 | 19.56 | 55% |
| Returns for 5 years | 22.88 | 44.86 | 51% |
| Returns for 10 years | N/A | 72.39 | - |
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