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VTMFX vs VWINX
VTMFX vs VWINX Comparison
Open Charts VTMFX vs VWINX
Vanguard Tax-Managed Balanced Adm
Price$46.36
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets10.67B
Vanguard Wellesley® Income I
Price$25.49
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets48.78B
VTMFX vs VWINX Comparison Chart in %
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VTMFX vs. VWINX commentary
Jul 17, 2025
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 VTMFX is a Buy and VWINX is a Hold.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.8B vs. VTMFX (10.7B). VWINX pays higher dividends than VTMFX: VWINX (3.51) vs VTMFX (2.17). VTMFX was incepted earlier than VWINX: VTMFX (31 years) vs VWINX (55 years). VWINX (0.23) is less costly to investors than VTMFX (0.09). VWINX is a more actively managed with annual turnover of: 59.00 vs. VTMFX (20.00). VWINX has a lower initial minimum investment than VTMFX: VWINX (3000) vs VTMFX (10000). VTMFX annual gain was more profitable for investors over the last year : 5.70 vs. VWINX (3.15). VTMFX return over 5 years is better than : 40.24 vs. VWINX (2.58).
| VTMFX | VWINX | VTMFX / VWINX | |
| Total Expense Ratio | 0.09 | 0.23 | 39% |
| Annual Report Gross Expense Ratio | 0.09 | 0.23 | 39% |
| Fund Existence | 31 years | 55 years | - |
| Gain YTD | 2.862 | 4.859 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 48.8B | 22% |
| Annual Yield % from dividends | 2.17 | 3.51 | 62% |
| Returns for 1 year | 5.70 | 3.15 | 181% |
| Returns for 3 years | 30.34 | 6.46 | 470% |
| Returns for 5 years | 40.24 | 2.58 | 1,562% |
| Returns for 10 years | 81.11 | 22.69 | 357% |
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