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VFIAX or VTMFX or VWIAX
VFIAX vs VTMFX vs VWIAX Comparison
Open Charts VFIAX vs VTMFX vs VWIAX
Vanguard 500 Index Admiral
Price$552.27
Change-$1.17 (-0.21%)
VolumeN/A
Net Assets1.43T
Vanguard Tax-Managed Balanced Adm
Price$45.55
Change-$0.04 (-0.09%)
VolumeN/A
Net Assets10.38B
Vanguard Wellesley® Income Admiral™
Price$61.26
Change-$0.49 (-0.79%)
VolumeN/A
Net Assets48.1B
VFIAX vs VTMFX vs VWIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.43T vs. VWIAX (48.1B) and VTMFX (10.4B). VWIAX pays higher dividends than VTMFX and VFIAX: VWIAX (3.72) vs VTMFX (2.17) and VFIAX (1.28). VFIAX was incepted earlier than VTMFX and VWIAX: VFIAX (25 years) vs VTMFX (31 years) and VWIAX (24 years). VWIAX (0.16) is less costly to investors than VTMFX (0.09) and VFIAX (0.04). VWIAX is a more actively managed with annual turnover of: 59.00 vs. VTMFX (20.00) and VFIAX (2.00). VFIAX has a lower initial minimum investment than VTMFX and VWIAX: VFIAX (3000) vs VTMFX (10000) and VWIAX (50000). VFIAX annual gain was more profitable for investors over the last year : 9.30 vs. VTMFX (5.17) and VWIAX (3.10). VFIAX return over 5 years is better than : 92.89 vs. VTMFX (40.56) and VWIAX (2.96).
| VFIAX | VTMFX | VWIAX | |
| Total Expense Ratio | 0.04 | 0.09 | 0.16 |
| Annual Report Gross Expense Ratio | 0.04 | 0.09 | 0.16 |
| Fund Existence | 25 years | 31 years | 24 years |
| Gain YTD | 1.982 | 0.824 | 3.606 |
| Front Load | N/A | N/A | N/A |
| Min. Initial Investment | 3000 | 10000 | 50000 |
| Min. Initial Investment IRA | N/A | N/A | N/A |
| Net Assets | 1.43T | 10.4B | 48.1B |
| Annual Yield % from dividends | 1.28 | 2.17 | 3.72 |
| Returns for 1 year | 9.30 | 5.17 | 3.10 |
| Returns for 3 years | 58.86 | 30.79 | 7.23 |
| Returns for 5 years | 92.89 | 40.56 | 2.96 |
| Returns for 10 years | 182.92 | 77.78 | 21.71 |
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