Ad is loading...
VBIAX vs WWWEX
VBIAX vs WWWEX Comparison
Open Charts VBIAX vs WWWEX
Vanguard Balanced Index Adm
Price$49.39
Change-$0.49 (-0.98%)
VolumeN/A
Net Assets58.54B
Kinetics Global No Load
Price$16.96
Change-$0.50 (-2.86%)
VolumeN/A
Net Assets63.18M
VBIAX vs WWWEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VBIAX vs. WWWEX commentary
Feb 23, 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 Buy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 58.5B vs. WWWEX (63.2M). 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 : 66.90 vs. VBIAX (9.07). WWWEX return over 5 years is better than : 156.08 vs. VBIAX (28.13).
| 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 | 1.877 | 5.934 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.5B | 63.2M | 92,563% |
| Annual Yield % from dividends | 1.98 | 1.94 | 102% |
| Returns for 1 year | 9.07 | 66.90 | 14% |
| Returns for 3 years | 12.92 | 106.83 | 12% |
| Returns for 5 years | 28.13 | 156.08 | 18% |
| Returns for 10 years | 79.99 | 222.97 | 36% |
View a ticker or compare two or three
VS
VS
Ad is loading...