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PACLX vs WWWEX
PACLX vs WWWEX Comparison
Open Charts PACLX vs WWWEX
T. Rowe Price Capital Appreciation Adv
Price$32.94
Change-$0.71 (-2.11%)
VolumeN/A
Net Assets63.07B
Kinetics Global No Load
Price$15.62
Change-$0.22 (-1.39%)
VolumeN/A
Net Assets58.81M
PACLX vs WWWEX Comparison Chart
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PACLX vs. WWWEX commentary
Apr 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 PACLX is a Buy and WWWEX is a Hold.
FUNDAMENTALS
Fundamentals
PACLX has more cash in the bank: 63.1B vs. WWWEX (58.8M). PACLX pays higher dividends than WWWEX: PACLX (1.92) vs WWWEX (0.95). PACLX was incepted earlier than WWWEX: PACLX (20 years) vs WWWEX (25 years). WWWEX (2.13) is less costly to investors than PACLX (0.99). PACLX is a more actively managed with annual turnover of: 85.00 vs. WWWEX (16.00). PACLX (2500) and WWWEX (2500) have matching initial minimum investment requirements. WWWEX annual gain was more profitable for investors over the last year : 32.29 vs. PACLX (-1.19). WWWEX return over 5 years is better than : 180.49 vs. PACLX (25.31).
| PACLX | WWWEX | PACLX / WWWEX | |
| Total Expense Ratio | 0.97 | 1.39 | 70% |
| Annual Report Gross Expense Ratio | 0.99 | 2.13 | 46% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | -1.146 | -1.062 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.1B | 58.8M | 107,313% |
| Annual Yield % from dividends | 1.92 | 0.95 | 202% |
| Returns for 1 year | -1.19 | 32.29 | -4% |
| Returns for 3 years | 2.01 | 78.83 | 3% |
| Returns for 5 years | 25.31 | 180.49 | 14% |
| Returns for 10 years | 41.20 | 202.71 | 20% |
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