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VBIAX vs WWWEX
VBIAX vs WWWEX Comparison
Open Charts VBIAX vs WWWEX
Vanguard Balanced Index Adm
Price$50.04
Change-$0.41 (-0.81%)
VolumeN/A
CapitalizationN/A
Kinetics Global No Load
Price$16.81
Change+$0.22 (+1.33%)
VolumeN/A
CapitalizationN/A
VBIAX vs WWWEX Comparison Chart
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VBIAX vs. WWWEX commentary
Nov 18, 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 VBIAX is a StrongSell and WWWEX is a Sell.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 57.2B vs. WWWEX (47.5M). VBIAX (1.98) and WWWEX (1.94) have matching dividends . VBIAX was incepted earlier than WWWEX: VBIAX (24 years) vs WWWEX (25 years). VBIAX is a more actively managed with annual turnover of: 19.00 vs. WWWEX (16.00). WWWEX has a lower initial minimum investment than VBIAX: WWWEX (2500) vs VBIAX (3000). WWWEX annual gain was more profitable for investors over the last year : 90.46 vs. VBIAX (17.79). WWWEX return over 5 years is better than : 172.20 vs. VBIAX (36.26).
| VBIAX | WWWEX | VBIAX / 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 | 13.351 | 79.020 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.2B | 47.5M | 120,421% |
| Annual Yield % from dividends | 1.98 | 1.94 | 102% |
| Returns for 1 year | 17.79 | 90.46 | 20% |
| Returns for 3 years | 3.71 | 66.02 | 6% |
| Returns for 5 years | 36.26 | 172.20 | 21% |
| Returns for 10 years | 87.70 | 218.17 | 40% |
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