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KBIWX vs TRNEX
KBIWX vs TRNEX Comparison
Open Charts KBIWX vs TRNEX
KBI Global Investors Aquarius Instl
Price$12.03
Change+$0.16 (+1.35%)
VolumeN/A
Net Assets56.25M
T. Rowe Price New Era I
Price$41.25
Change-$0.19 (-0.46%)
VolumeN/A
Net Assets2.39B
KBIWX vs TRNEX Comparison Chart in %
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KBIWX vs. TRNEX commentary
Sep 08, 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 KBIWX is a Hold and TRNEX is a Buy.
FUNDAMENTALS
Fundamentals
TRNEX has more cash in the bank: 2.4B vs. KBIWX (56.2M). TRNEX pays higher dividends than KBIWX: TRNEX (2.06) vs KBIWX (0.98). KBIWX was incepted earlier than TRNEX: KBIWX (7 years) vs TRNEX (10 years). KBIWX (1.37) is less costly to investors than TRNEX (0.57). KBIWX is a more actively managed with annual turnover of: 41.00 vs. TRNEX (24.30). KBIWX has a lower initial minimum investment than TRNEX: KBIWX (100000) vs TRNEX (500000). TRNEX annual gain was more profitable for investors over the last year : 7.74 vs. KBIWX (-6.13). TRNEX return over 5 years is better than : 59.99 vs. KBIWX (22.29).
| KBIWX | TRNEX | KBIWX / TRNEX | |
| Total Expense Ratio | 1.00 | 0.57 | 175% |
| Annual Report Gross Expense Ratio | 1.37 | 0.57 | 240% |
| Fund Existence | 7 years | 10 years | - |
| Gain YTD | 15.950 | 11.156 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 500000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.2M | 2.4B | 2% |
| Annual Yield % from dividends | 0.98 | 2.06 | 48% |
| Returns for 1 year | -6.13 | 7.74 | -79% |
| Returns for 3 years | 16.67 | 13.04 | 128% |
| Returns for 5 years | 22.29 | 59.99 | 37% |
| Returns for 10 years | N/A | N/A | - |
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