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KBIWX vs VMIAX
KBIWX vs VMIAX Comparison
Open Charts KBIWX vs VMIAX
KBI Global Investors Aquarius Instl
Price$10.67
Change-$2.29 (-17.67%)
VolumeN/A
CapitalizationN/A
Vanguard Materials Index Admiral
Price$96.70
Change-$3.58 (-3.57%)
VolumeN/A
CapitalizationN/A
KBIWX vs VMIAX Comparison Chart
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KBIWX vs. VMIAX commentary
Dec 19, 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 StrongSell and VMIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMIAX has more cash in the bank: 4.38B vs. KBIWX (58.2M). 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 : 10.72 vs. VMIAX (5.30). VMIAX return over 5 years is better than : 49.10 vs. KBIWX (24.76).
| 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 | 3.991 | 212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.2M | 4.38B | 1% |
| Annual Yield % from dividends | 1.21 | 1.59 | 76% |
| Returns for 1 year | 10.72 | 5.30 | 202% |
| Returns for 3 years | 3.73 | 4.30 | 87% |
| Returns for 5 years | 24.76 | 49.10 | 50% |
| Returns for 10 years | N/A | 83.68 | - |
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