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TBWAX vs VDIPX
TBWAX vs VDIPX Comparison
Open Charts TBWAX vs VDIPX
TBWAX vs VDIPX Comparison Chart in %
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TBWAX vs. VDIPX commentary
Jul 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 TBWAX is a Hold and VDIPX is a Hold.
FUNDAMENTALS
Fundamentals
VDIPX has more cash in the bank: 316B vs. TBWAX (465M). VDIPX pays higher dividends than TBWAX: VDIPX (2.55) vs TBWAX (1.05). TBWAX was incepted earlier than VDIPX: TBWAX (11 years) vs VDIPX (12 years). TBWAX (1.56) is less costly to investors than VDIPX (0.02). TBWAX is a more actively managed with annual turnover of: 39.30 vs. VDIPX (4.00). TBWAX has a lower initial minimum investment than VDIPX: TBWAX (5000) vs VDIPX (100000000). VDIPX annual gain was more profitable for investors over the last year : 23.14 vs. TBWAX (12.15). VDIPX return over 5 years is better than : 39.10 vs. TBWAX (6.68).
| TBWAX | VDIPX | TBWAX / VDIPX | |
| Total Expense Ratio | 1.42 | 0.02 | 7,100% |
| Annual Report Gross Expense Ratio | 1.56 | 0.02 | 7,800% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 3.480 | 11.725 | 30% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 465M | 316B | 0% |
| Annual Yield % from dividends | 1.05 | 2.55 | 41% |
| Returns for 1 year | 12.15 | 23.14 | 53% |
| Returns for 3 years | 33.38 | 50.24 | 66% |
| Returns for 5 years | 6.68 | 39.10 | 17% |
| Returns for 10 years | 88.94 | 103.98 | 86% |
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