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TBWCX vs VTIAX
TBWCX vs VTIAX Comparison
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TBWCX vs VTIAX Comparison Chart in %
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TBWCX vs. VTIAX commentary
Jun 04, 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 VTIAX is a Buy.
FUNDAMENTALS
Fundamentals
VTIAX has more cash in the bank: 629B vs. TBWCX (471M). VTIAX pays higher dividends than TBWCX: VTIAX (2.63) vs TBWCX (0.33). TBWCX was incepted earlier than VTIAX: TBWCX (11 years) vs VTIAX (16 years). TBWCX (2.62) is less costly to investors than VTIAX (0.09). TBWCX is a more actively managed with annual turnover of: 39.30 vs. VTIAX (4.00). VTIAX has a lower initial minimum investment than TBWCX: VTIAX (3000) vs TBWCX (5000). VTIAX annual gain was more profitable for investors over the last year : 29.03 vs. TBWCX (11.04). VTIAX return over 5 years is better than : 35.27 vs. TBWCX (9.34).
| TBWCX | VTIAX | TBWCX / VTIAX | |
| Total Expense Ratio | 1.95 | 0.09 | 2,167% |
| Annual Report Gross Expense Ratio | 2.62 | 0.09 | 2,911% |
| Fund Existence | 11 years | 16 years | - |
| Gain YTD | 3.012 | 14.651 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 629B | 0% |
| Annual Yield % from dividends | 0.33 | 2.63 | 12% |
| Returns for 1 year | 11.04 | 29.03 | 38% |
| Returns for 3 years | 34.88 | 59.48 | 59% |
| Returns for 5 years | 9.34 | 35.27 | 26% |
| Returns for 10 years | 77.89 | 104.40 | 75% |
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