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TBWIX vs VDVIX
TBWIX vs VDVIX Comparison
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TBWIX vs VDVIX Comparison Chart in %
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TBWIX vs. VDVIX commentary
Sep 07, 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 Hold and VDVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VDVIX has more cash in the bank: 324B vs. TBWIX (468M). VDVIX pays higher dividends than TBWIX: VDVIX (2.37) vs TBWIX (1.42). 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 : 26.29 vs. TBWIX (13.97). VDVIX return over 5 years is better than : 41.50 vs. TBWIX (8.92).
| 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 | 6.803 | 18.205 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 468M | 324B | 0% |
| Annual Yield % from dividends | 1.42 | 2.37 | 60% |
| Returns for 1 year | 13.97 | 26.29 | 53% |
| Returns for 3 years | 45.12 | 65.27 | 69% |
| Returns for 5 years | 8.92 | 41.50 | 21% |
| Returns for 10 years | 92.17 | 104.73 | 88% |
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