Interact to see
Advertisement
Advertisement
VTMFX vs WBAIX
VTMFX vs WBAIX Comparison
Open Charts VTMFX vs WBAIX
VTMFX vs WBAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VTMFX vs. WBAIX 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 VTMFX is a Buy and WBAIX is a Hold.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 12.3B vs. WBAIX (161M). VTMFX (2.20) and WBAIX (2.17) have matching dividends . VTMFX was incepted earlier than WBAIX: VTMFX (32 years) vs WBAIX (7 years). WBAIX (0.76) is less costly to investors than VTMFX (0.05). WBAIX is a more actively managed with annual turnover of: 18.00 vs. VTMFX (15.00). VTMFX has a lower initial minimum investment than WBAIX: VTMFX (10000) vs WBAIX (1000000). VTMFX annual gain was more profitable for investors over the last year : 8.35 vs. WBAIX (-1.91). VTMFX return over 5 years is better than : 27.52 vs. WBAIX (3.50).
| VTMFX | WBAIX | VTMFX / WBAIX | |
| Total Expense Ratio | 0.05 | 0.70 | 7% |
| Annual Report Gross Expense Ratio | 0.05 | 0.76 | 7% |
| Fund Existence | 32 years | 7 years | - |
| Gain YTD | 2.865 | -0.825 | -347% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 161M | 7,640% |
| Annual Yield % from dividends | 2.20 | 2.17 | 101% |
| Returns for 1 year | 8.35 | -1.91 | -437% |
| Returns for 3 years | 29.17 | 6.46 | 451% |
| Returns for 5 years | 27.52 | 3.50 | 786% |
| Returns for 10 years | 91.43 | N/A | - |
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 % |
| RTXSX | 15.85 | 0.10 | +0.63% |
| Russell Inv Tax-Managed Real Assets S | |||
| JEPCX | 14.06 | 0.08 | +0.57% |
| JPMorgan Equity Premium Income C | |||
| TGVOX | 32.44 | -0.01 | -0.03% |
| TCW Relative Value Mid Cap I | |||
| RLBCX | 39.90 | -0.07 | -0.18% |
| American Funds American Balanced R-3 | |||
| GLVAX | 81.89 | -0.98 | -1.18% |
| Invesco Global Focus A | |||