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VBIAX vs WWWEX
VBIAX vs WWWEX Comparison
Open Charts VBIAX vs WWWEX
Vanguard Balanced Index Adm
Price$50.06
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
VBIAX vs WWWEX Comparison Chart
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VBIAX 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 VBIAX is a StrongBuy and WWWEX is a Hold.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 59.3B vs. WWWEX (52.4M). 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 : 82.47 vs. VBIAX (14.26). WWWEX return over 5 years is better than : 176.37 vs. VBIAX (36.75).
| 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 | 15.911 | 82.322 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.3B | 52.4M | 113,168% |
| Annual Yield % from dividends | 1.98 | 1.94 | 102% |
| Returns for 1 year | 14.26 | 82.47 | 17% |
| Returns for 3 years | 7.81 | 89.26 | 9% |
| Returns for 5 years | 36.75 | 176.37 | 21% |
| Returns for 10 years | 90.21 | 244.21 | 37% |
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