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GOFIX vs KBIWX
GOFIX vs KBIWX Comparison
Open Charts GOFIX vs KBIWX
KBI Global Investors Aquarius Instl
Price$12.04
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets55.52M
GOFIX vs KBIWX Comparison Chart in %
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GOFIX vs. KBIWX commentary
Jul 27, 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 GOFIX is a Hold and KBIWX is a Buy.
FUNDAMENTALS
Fundamentals
GOFIX has more cash in the bank: 1.44B vs. KBIWX (55.5M). GOFIX pays higher dividends than KBIWX: GOFIX (3.47) vs KBIWX (1.00). GOFIX was incepted earlier than KBIWX: GOFIX (14 years) vs KBIWX (7 years). KBIWX (1.37) is less costly to investors than GOFIX (0.72). GOFIX is a more actively managed with annual turnover of: 48.00 vs. KBIWX (41.00). KBIWX has a lower initial minimum investment than GOFIX: KBIWX (100000) vs GOFIX (1000000). GOFIX annual gain was more profitable for investors over the last year : -4.65 vs. KBIWX (-5.60). KBIWX return over 5 years is better than : 26.04 vs. GOFIX (23.64).
| GOFIX | KBIWX | GOFIX / KBIWX | |
| Total Expense Ratio | 0.72 | 1.00 | 72% |
| Annual Report Gross Expense Ratio | 0.72 | 1.37 | 53% |
| Fund Existence | 14 years | 7 years | - |
| Gain YTD | 6.321 | 14.995 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 55.5M | 2,595% |
| Annual Yield % from dividends | 3.47 | 1.00 | 348% |
| Returns for 1 year | -4.65 | -5.60 | 83% |
| Returns for 3 years | -7.88 | 13.08 | -60% |
| Returns for 5 years | 23.64 | 26.04 | 91% |
| Returns for 10 years | 87.11 | N/A | - |
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