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KGLCX vs VBIAX
KGLCX vs VBIAX Comparison
Open Charts KGLCX vs VBIAX
Kinetics Global Adv C
Price$14.80
Change-$0.44 (-2.89%)
VolumeN/A
Net Assets63.61M
Vanguard Balanced Index Adm
Price$47.55
Change-$0.70 (-1.45%)
VolumeN/A
Net Assets58.22B
KGLCX vs VBIAX Comparison Chart
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KGLCX vs. VBIAX commentary
Mar 11, 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 Buy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 58.2B vs. KGLCX (63.6M). VBIAX pays higher dividends than KGLCX: VBIAX (2.04) vs KGLCX (0.35). KGLCX was incepted earlier than VBIAX: KGLCX (17 years) vs VBIAX (24 years). KGLCX (2.88) is less costly to investors than VBIAX (0.07). 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 : 46.50 vs. VBIAX (4.89). KGLCX return over 5 years is better than : 160.47 vs. VBIAX (32.71).
| KGLCX | VBIAX | KGLCX / VBIAX | |
| Total Expense Ratio | 2.14 | 0.07 | 3,057% |
| Annual Report Gross Expense Ratio | 2.88 | 0.07 | 4,114% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 4.027 | -0.474 | -849% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.6M | 58.2B | 0% |
| Annual Yield % from dividends | 0.35 | 2.04 | 17% |
| Returns for 1 year | 46.50 | 4.89 | 952% |
| Returns for 3 years | 90.63 | 12.55 | 722% |
| Returns for 5 years | 160.47 | 32.71 | 491% |
| Returns for 10 years | 203.50 | 79.61 | 256% |
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