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KBIWX vs VMIAX
KBIWX vs VMIAX Comparison
Open Charts KBIWX vs VMIAX
KBI Global Investors Aquarius Instl
Price$10.62
Change+$0.06 (+0.57%)
VolumeN/A
Net Assets56.29M
Vanguard Materials Index Admiral
Price$100.30
Change+$0.75 (+0.75%)
VolumeN/A
Net Assets3.83B
KBIWX vs VMIAX Comparison Chart
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KBIWX vs. VMIAX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
VMIAX has more cash in the bank: 3.83B vs. KBIWX (56.3M). 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. VMIAX annual gain was more profitable for investors over the last year : 8.74 vs. KBIWX (-7.42). VMIAX return over 5 years is better than : 48.30 vs. KBIWX (-0.01).
| 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 | 1.433 | 4.796 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.3M | 3.83B | 1% |
| Annual Yield % from dividends | 1.21 | 1.59 | 76% |
| Returns for 1 year | -7.42 | 8.74 | -85% |
| Returns for 3 years | -12.36 | 3.59 | -345% |
| Returns for 5 years | -0.01 | 48.30 | -0% |
| Returns for 10 years | N/A | 88.02 | - |
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