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VBIAX vs WWWEX
VBIAX vs WWWEX Comparison
Open Charts VBIAX vs WWWEX
Vanguard Balanced Index Adm
Price$52.66
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets59.67B
Kinetics Global No Load
Price$18.00
Change+$0.11 (+0.61%)
VolumeN/A
Net Assets66.78M
VBIAX vs WWWEX Comparison Chart in %
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VBIAX vs. WWWEX commentary
Oct 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 Buy and WWWEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 59.7B vs. WWWEX (66.8M). VBIAX pays higher dividends than WWWEX: VBIAX (2.02) vs WWWEX (0.89). 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 : 33.73 vs. VBIAX (8.04). WWWEX return over 5 years is better than : 202.17 vs. VBIAX (34.95).
| 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 | 9.831 | 12.430 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.7B | 66.8M | 89,371% |
| Annual Yield % from dividends | 2.02 | 0.89 | 226% |
| Returns for 1 year | 8.04 | 33.73 | 24% |
| Returns for 3 years | 38.02 | 120.30 | 32% |
| Returns for 5 years | 34.95 | 202.17 | 17% |
| Returns for 10 years | 102.23 | 296.05 | 35% |
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