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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
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 VDVIX is a Hold.
FUNDAMENTALS
Fundamentals
VDVIX has more cash in the bank: 316B vs. TBWAX (465M). VDVIX pays higher dividends than TBWAX: VDVIX (2.43) vs TBWAX (1.05). 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 (5000). VDVIX annual gain was more profitable for investors over the last year : 23.04 vs. TBWAX (12.15). VDVIX return over 5 years is better than : 38.93 vs. TBWAX (6.68).
| 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 | 3.480 | 11.692 | 30% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 465M | 316B | 0% |
| Annual Yield % from dividends | 1.05 | 2.43 | 43% |
| Returns for 1 year | 12.15 | 23.04 | 53% |
| Returns for 3 years | 33.38 | 50.05 | 67% |
| Returns for 5 years | 6.68 | 38.93 | 17% |
| Returns for 10 years | 88.94 | 103.57 | 86% |
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