Interact to see
Advertisement
Advertisement
TBWIX vs VDVIX
TBWIX vs VDVIX Comparison
Open Charts TBWIX vs VDVIX
TBWIX vs VDVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
TBWIX vs. VDVIX commentary
Jul 26, 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 TBWIX is a Buy and VDVIX is a Buy.
FUNDAMENTALS
Fundamentals
VDVIX has more cash in the bank: 316B vs. TBWIX (463M). VDVIX pays higher dividends than TBWIX: VDVIX (2.43) vs TBWIX (1.48). TBWIX was incepted earlier than VDVIX: TBWIX (11 years) vs VDVIX (13 years). TBWIX (1.24) is less costly to investors than VDVIX (0.16). TBWIX is a more actively managed with annual turnover of: 39.30 vs. VDVIX (4.00). VDVIX has a lower initial minimum investment than TBWIX: VDVIX (0) vs TBWIX (2500000). VDVIX annual gain was more profitable for investors over the last year : 20.73 vs. TBWIX (8.93). VDVIX return over 5 years is better than : 38.58 vs. TBWIX (11.33).
| TBWIX | VDVIX | TBWIX / VDVIX | |
| Total Expense Ratio | 0.90 | 0.16 | 563% |
| Annual Report Gross Expense Ratio | 1.24 | 0.16 | 775% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 3.602 | 11.756 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 463M | 316B | 0% |
| Annual Yield % from dividends | 1.48 | 2.43 | 61% |
| Returns for 1 year | 8.93 | 20.73 | 43% |
| Returns for 3 years | 35.83 | 49.62 | 72% |
| Returns for 5 years | 11.33 | 38.58 | 29% |
| Returns for 10 years | 97.23 | 102.79 | 95% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DRECX | 42.54 | 0.90 | +2.16% |
| Davis Real Estate C | |||
| VGSLX | 142.88 | 3.00 | +2.14% |
| Vanguard Real Estate Index Admiral | |||
| IUASX | 35.10 | N/A | N/A |
| VY® Invesco Equity and Income S | |||
| BDBKX | 31.76 | -0.11 | -0.35% |
| iShares Russell 2000 Small-Cap Idx K | |||
| GTDYX | 46.10 | -1.05 | -2.23% |
| Invesco Emerging Markets ex-China Y | |||