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KBIWX vs VMIAX
KBIWX vs VMIAX Comparison
Open Charts KBIWX vs VMIAX
KBI Global Investors Aquarius Instl
Price$13.60
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Materials Index Admiral
Price$106.17
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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KBIWX vs VMIAX Comparison Chart
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KBIWX vs. VMIAX commentary
Sep 20, 2024
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 KBIWX is a StrongBuy and VMIAX is a Buy.
FUNDAMENTALS
Fundamentals
VMIAX has more cash in the bank: 4.28B vs. KBIWX (60.7M). VMIAX pays higher dividends than KBIWX: VMIAX (1.59) vs KBIWX (1.21). KBIWX was incepted earlier than VMIAX: KBIWX (6 years) vs VMIAX (21 years). KBIWX is a more actively managed with annual turnover of: 39.00 vs. VMIAX (5.00). KBIWX (100000) and VMIAX (100000) have matching initial minimum investment requirements. KBIWX annual gain was more profitable for investors over the last year : 19.55 vs. VMIAX (14.95). VMIAX return over 5 years is better than : 60.55 vs. KBIWX (37.02).
| KBIWX | VMIAX | KBIWX / VMIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 21 years | - |
| Gain YTD | 11.967 | 7.716 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.7M | 4.28B | 1% |
| Annual Yield % from dividends | 1.21 | 1.59 | 76% |
| Returns for 1 year | 19.55 | 14.95 | 131% |
| Returns for 3 years | 0.28 | 15.34 | 2% |
| Returns for 5 years | 37.02 | 60.55 | 61% |
| Returns for 10 years | N/A | 84.16 | - |
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