Ad is loading...
VBAIX vs WWWEX
VBAIX vs WWWEX Comparison
Open Charts VBAIX vs WWWEX
Vanguard Balanced Index I
Price$50.07
Change-$1.11 (-2.17%)
VolumeN/A
CapitalizationN/A
Kinetics Global No Load
Price$16.43
Change-$0.69 (-4.03%)
VolumeN/A
CapitalizationN/A
VBAIX vs WWWEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VBAIX vs. WWWEX 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 VBAIX is a StrongBuy and WWWEX is a Hold.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 59.3B vs. WWWEX (52.4M). VBAIX (1.99) and WWWEX (1.94) have matching dividends . VBAIX was incepted earlier than WWWEX: VBAIX (24 years) vs WWWEX (25 years). VBAIX is a more actively managed with annual turnover of: 19.00 vs. WWWEX (16.00). 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 : 82.47 vs. VBAIX (14.27). WWWEX return over 5 years is better than : 176.37 vs. VBAIX (36.77).
| VBAIX | WWWEX | VBAIX / WWWEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 15.912 | 82.322 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.3B | 52.4M | 113,168% |
| Annual Yield % from dividends | 1.99 | 1.94 | 103% |
| Returns for 1 year | 14.27 | 82.47 | 17% |
| Returns for 3 years | 7.82 | 89.26 | 9% |
| Returns for 5 years | 36.77 | 176.37 | 21% |
| Returns for 10 years | 90.28 | 244.21 | 37% |
View a ticker or compare two or three
VS
VS
Ad is loading...