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VBAIX vs WWWEX
VBAIX vs WWWEX Comparison
Open Charts VBAIX vs WWWEX
Vanguard Balanced Index I
Price$46.76
Change+$0.11 (+0.24%)
VolumeN/A
Net Assets55.53B
Kinetics Global No Load
Price$16.96
Change+$0.07 (+0.41%)
VolumeN/A
Net Assets62.66M
VBAIX vs WWWEX Comparison Chart
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VBAIX vs. WWWEX commentary
May 02, 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 Buy and WWWEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 55.5B vs. WWWEX (62.7M). VBAIX pays higher dividends than WWWEX: VBAIX (2.22) vs WWWEX (0.93). VBAIX was incepted earlier than WWWEX: VBAIX (24 years) vs WWWEX (25 years). WWWEX (2.13) 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 : 54.21 vs. VBAIX (5.09). WWWEX return over 5 years is better than : 189.07 vs. VBAIX (33.70).
| VBAIX | WWWEX | VBAIX / WWWEX | |
| Total Expense Ratio | 0.06 | 1.39 | 4% |
| Annual Report Gross Expense Ratio | 0.06 | 2.13 | 3% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | -3.458 | 6.371 | -54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.5B | 62.7M | 88,517% |
| Annual Yield % from dividends | 2.22 | 0.93 | 240% |
| Returns for 1 year | 5.09 | 54.21 | 9% |
| Returns for 3 years | 13.23 | 98.56 | 13% |
| Returns for 5 years | 33.70 | 189.07 | 18% |
| Returns for 10 years | 71.31 | 225.46 | 32% |
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