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VBINX vs WWWEX
VBINX vs WWWEX Comparison
Open Charts VBINX vs WWWEX
Vanguard Balanced Index I
Price$50.05
Change-$1.12 (-2.19%)
VolumeN/A
CapitalizationN/A
Kinetics Global No Load
Price$16.43
Change-$0.69 (-4.03%)
VolumeN/A
CapitalizationN/A
VBINX vs WWWEX Comparison Chart
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VBINX 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 VBINX is a StrongBuy and WWWEX is a Hold.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 59.3B vs. WWWEX (52.4M). WWWEX (1.94) and VBINX (1.88) have matching dividends . VBINX was incepted earlier than WWWEX: VBINX (32 years) vs WWWEX (25 years). VBINX is a more actively managed with annual turnover of: 19.00 vs. WWWEX (16.00). VBINX has a lower initial minimum investment than WWWEX: VBINX (0) vs WWWEX (2500). WWWEX annual gain was more profitable for investors over the last year : 82.47 vs. VBINX (14.18). WWWEX return over 5 years is better than : 176.37 vs. VBINX (36.38).
| VBINX | WWWEX | VBINX / WWWEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | 15.824 | 82.322 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.3B | 52.4M | 113,168% |
| Annual Yield % from dividends | 1.88 | 1.94 | 97% |
| Returns for 1 year | 14.18 | 82.47 | 17% |
| Returns for 3 years | 7.63 | 89.26 | 9% |
| Returns for 5 years | 36.38 | 176.37 | 21% |
| Returns for 10 years | 89.11 | 244.21 | 36% |
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