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KBIWX vs VMIAX
KBIWX vs VMIAX Comparison
Open Charts KBIWX vs VMIAX
KBI Global Investors Aquarius Instl
Price$12.96
Change-$0.03 (-0.23%)
VolumeN/A
CapitalizationN/A
Vanguard Materials Index Admiral
Price$104.03
Change-$0.71 (-0.68%)
VolumeN/A
CapitalizationN/A
KBIWX vs VMIAX Comparison Chart
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KBIWX vs. VMIAX commentary
Nov 18, 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 Sell and VMIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMIAX has more cash in the bank: 4.23B vs. KBIWX (58.5M). 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 : 16.70 vs. KBIWX (13.01). VMIAX return over 5 years is better than : 55.81 vs. KBIWX (27.00).
| 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 | 8.452 | 7.880 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.5M | 4.23B | 1% |
| Annual Yield % from dividends | 1.21 | 1.59 | 76% |
| Returns for 1 year | 13.01 | 16.70 | 78% |
| Returns for 3 years | -4.99 | 4.82 | -104% |
| Returns for 5 years | 27.00 | 55.81 | 48% |
| Returns for 10 years | N/A | 87.69 | - |
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