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KGLCX vs VBIAX
KGLCX vs VBIAX Comparison
Open Charts KGLCX vs VBIAX
Kinetics Global Adv C
Price$15.50
Change-$0.46 (-2.88%)
VolumeN/A
Net Assets63.18M
Vanguard Balanced Index Adm
Price$49.39
Change-$0.49 (-0.98%)
VolumeN/A
Net Assets58.54B
KGLCX vs VBIAX Comparison Chart
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KGLCX vs. VBIAX commentary
Feb 23, 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 KGLCX is a Buy and VBIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 58.5B vs. KGLCX (63.2M). VBIAX pays higher dividends than KGLCX: VBIAX (1.98) vs KGLCX (1.57). KGLCX was incepted earlier than VBIAX: KGLCX (17 years) vs VBIAX (24 years). VBIAX is a more actively managed with annual turnover of: 19.00 vs. KGLCX (16.00). KGLCX has a lower initial minimum investment than VBIAX: KGLCX (2500) vs VBIAX (3000). KGLCX annual gain was more profitable for investors over the last year : 65.84 vs. VBIAX (9.07). KGLCX return over 5 years is better than : 146.74 vs. VBIAX (28.13).
| KGLCX | VBIAX | KGLCX / VBIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 5.802 | 1.877 | 309% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.2M | 58.5B | 0% |
| Annual Yield % from dividends | 1.57 | 1.98 | 79% |
| Returns for 1 year | 65.84 | 9.07 | 726% |
| Returns for 3 years | 102.29 | 12.92 | 792% |
| Returns for 5 years | 146.74 | 28.13 | 522% |
| Returns for 10 years | 197.96 | 79.99 | 247% |
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