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KBIWX vs VMIAX
KBIWX vs VMIAX Comparison
Open Charts KBIWX vs VMIAX
KBI Global Investors Aquarius Instl
Price$11.45
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets53.12M
Vanguard Materials Index Admiral
Price$97.19
Change-$0.63 (-0.64%)
VolumeN/A
Net Assets3.66B
KBIWX vs VMIAX Comparison Chart in %
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KBIWX vs. VMIAX commentary
Jun 21, 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 Hold and VMIAX is a Hold.
FUNDAMENTALS
Fundamentals
VMIAX has more cash in the bank: 3.66B vs. KBIWX (53.1M). VMIAX pays higher dividends than KBIWX: VMIAX (1.75) vs KBIWX (1.03). KBIWX was incepted earlier than VMIAX: KBIWX (7 years) vs VMIAX (21 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 : -1.41 vs. KBIWX (-7.48). VMIAX return over 5 years is better than : 61.30 vs. KBIWX (26.19).
| KBIWX | VMIAX | KBIWX / VMIAX | |
| Total Expense Ratio | 1.00 | 0.09 | 1,111% |
| Annual Report Gross Expense Ratio | 1.37 | 0.09 | 1,522% |
| Fund Existence | 7 years | 21 years | - |
| Gain YTD | 9.742 | 2.205 | 442% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.1M | 3.66B | 1% |
| Annual Yield % from dividends | 1.03 | 1.75 | 59% |
| Returns for 1 year | -7.48 | -1.41 | 532% |
| Returns for 3 years | 14.70 | 16.98 | 87% |
| Returns for 5 years | 26.19 | 61.30 | 43% |
| Returns for 10 years | N/A | 72.55 | - |
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