Ad is loading...
KGLCX vs VBIAX
KGLCX vs VBIAX Comparison
Open Charts KGLCX vs VBIAX
Kinetics Global Adv C
Price$15.96
Change+$0.21 (+1.33%)
VolumeN/A
Net Assets58.46M
Vanguard Balanced Index Adm
Price$49.14
Change+$0.28 (+0.57%)
VolumeN/A
Net Assets57.48B
KGLCX vs VBIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
KGLCX vs. VBIAX 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 KGLCX is a Hold and VBIAX is a Hold.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 57.5B vs. KGLCX (58.5M). 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 : 88.22 vs. VBIAX (12.42). KGLCX return over 5 years is better than : 161.23 vs. VBIAX (28.95).
| 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 | 8.942 | 1.361 | 657% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.5M | 57.5B | 0% |
| Annual Yield % from dividends | 1.57 | 1.98 | 79% |
| Returns for 1 year | 88.22 | 12.42 | 710% |
| Returns for 3 years | 99.39 | 7.75 | 1,283% |
| Returns for 5 years | 161.23 | 28.95 | 557% |
| Returns for 10 years | 237.66 | 84.29 | 282% |