TBWCX
Price
$22.27
Change
+$0.03 (+0.13%)
Updated
Sep 11 closing price
Net Assets
460.85M
VDVIX
Price
$18.10
Change
+$0.17 (+0.95%)
Updated
Sep 11 closing price
Net Assets
323.82B
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TBWCX vs VDVIX

TBWCX vs VDVIX Comparison Chart in %
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TBWCX vs. VDVIX commentary
Sep 12, 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 TBWCX is a Hold and VDVIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VDVIX has more cash in the bank: 324B vs. TBWCX (461M). VDVIX pays higher dividends than TBWCX: VDVIX (2.37) vs TBWCX (0.32). TBWCX was incepted earlier than VDVIX: TBWCX (11 years) vs VDVIX (13 years). TBWCX (2.62) is less costly to investors than VDVIX (0.16). TBWCX is a more actively managed with annual turnover of: 39.30 vs. VDVIX (4.00). VDVIX has a lower initial minimum investment than TBWCX: VDVIX (0) vs TBWCX (1000). VDVIX annual gain was more profitable for investors over the last year : 20.81 vs. TBWCX (9.38). VDVIX return over 5 years is better than : 40.31 vs. TBWCX (1.61).
TBWCXVDVIXTBWCX / VDVIX
Total Expense Ratio1.950.161,219%
Annual Report Gross Expense Ratio2.620.161,638%
Fund Existence11 years13 years-
Gain YTD4.80015.62631%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets461M324B0%
Annual Yield % from dividends0.322.3713%
Returns for 1 year9.3820.8145%
Returns for 3 years38.9361.9563%
Returns for 5 years1.6140.314%
Returns for 10 years71.66108.4566%
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