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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
Jul 06, 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: 317B vs. TBWIX (466M). 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 : 24.15 vs. TBWIX (11.21). VDVIX return over 5 years is better than : 39.57 vs. TBWIX (9.74).
| 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 | 3.824 | 13.175 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 466M | 317B | 0% |
| Annual Yield % from dividends | 1.48 | 2.43 | 61% |
| Returns for 1 year | 11.21 | 24.15 | 46% |
| Returns for 3 years | 38.75 | 55.34 | 70% |
| Returns for 5 years | 9.74 | 39.57 | 25% |
| Returns for 10 years | 104.46 | 110.26 | 95% |
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