KBIWX
Price
$12.31
Change
+$0.26 (+2.16%)
Updated
Aug 22 closing price
Net Assets
57.04M
VMIAX
Price
$106.09
Change
+$2.14 (+2.06%)
Updated
Aug 22 closing price
Net Assets
3.9B
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KBIWX vs VMIAX

Header iconKBIWX vs VMIAX Comparison
Open Charts KBIWX vs VMIAXBanner chart's image
KBI Global Investors Aquarius Instl
Price$12.31
Change+$0.26 (+2.16%)
VolumeN/A
Net Assets57.04M
Vanguard Materials Index Admiral
Price$106.09
Change+$2.14 (+2.06%)
VolumeN/A
Net Assets3.9B
KBIWX vs VMIAX Comparison Chart in %
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KBIWX vs. VMIAX commentary
Aug 26, 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 KBIWX is a StrongBuy and VMIAX is a Buy.

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FUNDAMENTALS
Fundamentals
VMIAX has more cash in the bank: 3.9B vs. KBIWX (57M). VMIAX pays higher dividends than KBIWX: VMIAX (1.71) vs KBIWX (1.00). KBIWX was incepted earlier than VMIAX: KBIWX (7 years) vs VMIAX (22 years). KBIWX (1.37) is less costly to investors than VMIAX (0.09). KBIWX is a more actively managed with annual turnover of: 41.00 vs. VMIAX (12.00). KBIWX (100000) and VMIAX (100000) have matching initial minimum investment requirements. VMIAX annual gain was more profitable for investors over the last year : 4.27 vs. KBIWX (-4.89). VMIAX return over 5 years is better than : 57.48 vs. KBIWX (23.77).
KBIWXVMIAXKBIWX / VMIAX
Total Expense Ratio1.000.091,111%
Annual Report Gross Expense Ratio1.370.091,522%
Fund Existence7 years22 years-
Gain YTD17.57410.845162%
Front LoadN/AN/A-
Min. Initial Investment100000100000100%
Min. Initial Investment IRAN/AN/A-
Net Assets57M3.9B1%
Annual Yield % from dividends1.001.7158%
Returns for 1 year-4.894.27-114%
Returns for 3 years12.8520.8162%
Returns for 5 years23.7757.4841%
Returns for 10 yearsN/A131.14-
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