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KGLCX vs VBIAX
KGLCX vs VBIAX Comparison
Open Charts KGLCX vs VBIAX
Kinetics Global Adv C
Price$14.94
Change-$0.63 (-4.05%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index Adm
Price$50.06
Change-$1.11 (-2.17%)
VolumeN/A
CapitalizationN/A
KGLCX vs VBIAX Comparison Chart
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KGLCX vs. VBIAX 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 KGLCX is a Hold and VBIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 59.3B vs. KGLCX (52.4M). 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 : 81.01 vs. VBIAX (14.26). KGLCX return over 5 years is better than : 166.02 vs. VBIAX (36.75).
| 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 | 81.046 | 15.911 | 509% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.4M | 59.3B | 0% |
| Annual Yield % from dividends | 1.57 | 1.98 | 79% |
| Returns for 1 year | 81.01 | 14.26 | 568% |
| Returns for 3 years | 84.94 | 7.81 | 1,088% |
| Returns for 5 years | 166.02 | 36.75 | 452% |
| Returns for 10 years | 217.99 | 90.21 | 242% |
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