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VBIAX vs WWWEX
VBIAX vs WWWEX Comparison
Open Charts VBIAX vs WWWEX
Vanguard Balanced Index Adm
Price$44.68
Change-$1.08 (-2.36%)
VolumeN/A
Net Assets55.53B
Kinetics Global No Load
Price$15.62
Change-$0.22 (-1.39%)
VolumeN/A
Net Assets58.81M
VBIAX vs WWWEX Comparison Chart
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VBIAX vs. WWWEX commentary
Apr 11, 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 Hold and WWWEX is a Hold.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 55.5B vs. WWWEX (58.8M). VBIAX pays higher dividends than WWWEX: VBIAX (2.21) vs WWWEX (0.95). VBIAX was incepted earlier than WWWEX: VBIAX (24 years) vs WWWEX (25 years). WWWEX (2.13) is less costly to investors than VBIAX (0.07). 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 : 32.29 vs. VBIAX (1.32). WWWEX return over 5 years is better than : 180.49 vs. VBIAX (33.13).
| VBIAX | WWWEX | VBIAX / WWWEX | |
| Total Expense Ratio | 0.07 | 1.39 | 5% |
| Annual Report Gross Expense Ratio | 0.07 | 2.13 | 3% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | -5.241 | -1.062 | 494% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.5B | 58.8M | 94,388% |
| Annual Yield % from dividends | 2.21 | 0.95 | 232% |
| Returns for 1 year | 1.32 | 32.29 | 4% |
| Returns for 3 years | 6.24 | 78.83 | 8% |
| Returns for 5 years | 33.13 | 180.49 | 18% |
| Returns for 10 years | 67.75 | 202.71 | 33% |
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