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VBIAX vs WWWEX
VBIAX vs WWWEX Comparison
Open Charts VBIAX vs WWWEX
Vanguard Balanced Index Adm
Price$50.61
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
VBIAX vs WWWEX Comparison Chart in %
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VBIAX 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 VBIAX is a StrongBuy and WWWEX is a Hold.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 58.3B vs. WWWEX (67.8M). VBIAX pays higher dividends than WWWEX: VBIAX (2.06) vs WWWEX (0.90). VBIAX was incepted earlier than WWWEX: VBIAX (25 years) vs WWWEX (26 years). WWWEX (2.04) is less costly to investors than VBIAX (0.07). WWWEX is a more actively managed with annual turnover of: 34.00 vs. VBIAX (22.00). 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 : 36.11 vs. VBIAX (6.84). WWWEX return over 5 years is better than : 166.81 vs. VBIAX (28.24).
| VBIAX | WWWEX | VBIAX / WWWEX | |
| Total Expense Ratio | 0.07 | 1.39 | 5% |
| Annual Report Gross Expense Ratio | 0.07 | 2.04 | 3% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | 4.184 | 6.933 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.3B | 67.8M | 85,988% |
| Annual Yield % from dividends | 2.06 | 0.90 | 228% |
| Returns for 1 year | 6.84 | 36.11 | 19% |
| Returns for 3 years | 21.66 | 109.28 | 20% |
| Returns for 5 years | 28.24 | 166.81 | 17% |
| Returns for 10 years | 86.52 | 256.29 | 34% |
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