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TBWAX vs VDVIX
TBWAX vs VDVIX Comparison
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TBWAX vs VDVIX Comparison Chart in %
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TBWAX vs. VDVIX commentary
Sep 22, 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 VDVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VDVIX has more cash in the bank: 324B vs. TBWAX (454M). VDVIX pays higher dividends than TBWAX: VDVIX (2.37) vs TBWAX (1.01). TBWAX was incepted earlier than VDVIX: TBWAX (11 years) vs VDVIX (13 years). TBWAX (1.56) is less costly to investors than VDVIX (0.16). TBWAX is a more actively managed with annual turnover of: 39.30 vs. VDVIX (4.00). VDVIX has a lower initial minimum investment than TBWAX: VDVIX (0) vs TBWAX (1000). VDVIX annual gain was more profitable for investors over the last year : 20.40 vs. TBWAX (9.41). VDVIX return over 5 years is better than : 41.82 vs. TBWAX (6.42).
| TBWAX | VDVIX | TBWAX / VDVIX | |
| Total Expense Ratio | 1.42 | 0.16 | 888% |
| Annual Report Gross Expense Ratio | 1.56 | 0.16 | 975% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 4.075 | 14.787 | 28% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 454M | 324B | 0% |
| Annual Yield % from dividends | 1.01 | 2.37 | 42% |
| Returns for 1 year | 9.41 | 20.40 | 46% |
| Returns for 3 years | 42.91 | 63.92 | 67% |
| Returns for 5 years | 6.42 | 41.82 | 15% |
| Returns for 10 years | 74.42 | 101.38 | 73% |
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