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VBAIX vs WWWEX
VBAIX vs WWWEX Comparison
Open Charts VBAIX vs WWWEX
Vanguard Balanced Index I
Price$50.62
Change+$0.48 (+0.96%)
VolumeN/A
Net Assets58.27B
Kinetics Global No Load
Price$17.32
Change+$0.20 (+1.17%)
VolumeN/A
Net Assets67.81M
VBAIX vs WWWEX Comparison Chart in %
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VBAIX vs. WWWEX commentary
Aug 06, 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 VBAIX is a StrongBuy and WWWEX is a Hold.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 58.3B vs. WWWEX (67.8M). VBAIX pays higher dividends than WWWEX: VBAIX (2.07) vs WWWEX (0.90). VBAIX was incepted earlier than WWWEX: VBAIX (25 years) vs WWWEX (26 years). WWWEX (2.04) is less costly to investors than VBAIX (0.06). WWWEX is a more actively managed with annual turnover of: 34.00 vs. VBAIX (22.00). WWWEX has a lower initial minimum investment than VBAIX: WWWEX (2500) vs VBAIX (5000000). WWWEX annual gain was more profitable for investors over the last year : 36.11 vs. VBAIX (6.85). WWWEX return over 5 years is better than : 166.81 vs. VBAIX (28.27).
| VBAIX | WWWEX | VBAIX / WWWEX | |
| Total Expense Ratio | 0.06 | 1.39 | 4% |
| Annual Report Gross Expense Ratio | 0.06 | 2.04 | 3% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | 4.187 | 6.933 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.3B | 67.8M | 85,988% |
| Annual Yield % from dividends | 2.07 | 0.90 | 230% |
| Returns for 1 year | 6.85 | 36.11 | 19% |
| Returns for 3 years | 21.68 | 109.28 | 20% |
| Returns for 5 years | 28.27 | 166.81 | 17% |
| Returns for 10 years | 86.59 | 256.29 | 34% |
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