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VBAIX vs WWWEX
VBAIX vs WWWEX Comparison
Open Charts VBAIX vs WWWEX
Vanguard Balanced Index I
Price$49.15
Change+$0.28 (+0.57%)
VolumeN/A
Net Assets57.48B
Kinetics Global No Load
Price$17.46
Change+$0.23 (+1.33%)
VolumeN/A
Net Assets58.46M
VBAIX vs WWWEX Comparison Chart
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VBAIX vs. WWWEX commentary
Jan 19, 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 Hold and WWWEX is a Hold.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 57.5B vs. WWWEX (58.5M). 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 : 89.56 vs. VBAIX (12.42). WWWEX return over 5 years is better than : 171.71 vs. VBAIX (28.98).
| 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 | 1.361 | 9.057 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.5B | 58.5M | 98,291% |
| Annual Yield % from dividends | 1.99 | 1.94 | 103% |
| Returns for 1 year | 12.42 | 89.56 | 14% |
| Returns for 3 years | 7.77 | 104.03 | 7% |
| Returns for 5 years | 28.98 | 171.71 | 17% |
| Returns for 10 years | 84.42 | 265.48 | 32% |
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