TBWIX
Price
$23.35
Change
+$0.36 (+1.57%)
Updated
Jul 2 closing price
Net Assets
466.44M
VTMNX
Price
$22.70
Change
+$0.12 (+0.53%)
Updated
Jul 2 closing price
Net Assets
317.3B
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TBWIX vs VTMNX

TBWIX vs VTMNX Comparison Chart in %
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TBWIX vs. VTMNX 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 VTMNX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VTMNX has more cash in the bank: 317B vs. TBWIX (466M). VTMNX pays higher dividends than TBWIX: VTMNX (2.54) vs TBWIX (1.48). TBWIX was incepted earlier than VTMNX: TBWIX (11 years) vs VTMNX (26 years). TBWIX (1.24) is less costly to investors than VTMNX (0.03). TBWIX is a more actively managed with annual turnover of: 39.30 vs. VTMNX (4.00). TBWIX has a lower initial minimum investment than VTMNX: TBWIX (2500000) vs VTMNX (5000000). VTMNX annual gain was more profitable for investors over the last year : 24.21 vs. TBWIX (11.21). VTMNX return over 5 years is better than : 39.77 vs. TBWIX (9.74).
TBWIXVTMNXTBWIX / VTMNX
Total Expense Ratio0.900.033,000%
Annual Report Gross Expense Ratio1.240.034,133%
Fund Existence11 years26 years-
Gain YTD3.82413.25729%
Front LoadN/AN/A-
Min. Initial Investment2500000500000050%
Min. Initial Investment IRAN/AN/A-
Net Assets466M317B0%
Annual Yield % from dividends1.482.5458%
Returns for 1 year11.2124.2146%
Returns for 3 years38.7555.6170%
Returns for 5 years9.7439.7724%
Returns for 10 years104.46110.8294%
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