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TBWAX vs VDIPX
TBWAX vs VDIPX Comparison
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TBWAX vs VDIPX Comparison Chart in %
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TBWAX vs. VDIPX commentary
Aug 11, 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 Buy and VDIPX is a Buy.
FUNDAMENTALS
Fundamentals
VDIPX has more cash in the bank: 315B vs. TBWAX (481M). VDIPX pays higher dividends than TBWAX: VDIPX (2.57) vs TBWAX (1.01). 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 : 26.31 vs. TBWAX (14.41). VDIPX return over 5 years is better than : 41.96 vs. TBWAX (10.06).
| 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 | 7.738 | 16.799 | 46% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 481M | 315B | 0% |
| Annual Yield % from dividends | 1.01 | 2.57 | 39% |
| Returns for 1 year | 14.41 | 26.31 | 55% |
| Returns for 3 years | 42.71 | 60.86 | 70% |
| Returns for 5 years | 10.06 | 41.96 | 24% |
| Returns for 10 years | 85.13 | 106.09 | 80% |
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