Interact to see
Advertisement
Advertisement
KBIWX vs VMIAX
KBIWX vs VMIAX Comparison
Open Charts KBIWX vs VMIAX
KBI Global Investors Aquarius Instl
Price$11.55
Change-$0.16 (-1.37%)
VolumeN/A
Net Assets54.11M
Vanguard Materials Index Admiral
Price$98.18
Change-$1.42 (-1.43%)
VolumeN/A
Net Assets3.66B
KBIWX vs VMIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
KBIWX vs. VMIAX commentary
Jun 15, 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 Buy and VMIAX is a Buy.
FUNDAMENTALS
Fundamentals
VMIAX has more cash in the bank: 3.66B vs. KBIWX (54.1M). VMIAX pays higher dividends than KBIWX: VMIAX (1.75) vs KBIWX (1.03). KBIWX was incepted earlier than VMIAX: KBIWX (7 years) vs VMIAX (21 years). KBIWX (1.37) is less costly to investors than VMIAX (0.09). KBIWX is a more actively managed with annual turnover of: 41.00 vs. VMIAX (12.00). KBIWX (100000) and VMIAX (100000) have matching initial minimum investment requirements. VMIAX annual gain was more profitable for investors over the last year : -2.17 vs. KBIWX (-7.80). VMIAX return over 5 years is better than : 63.14 vs. KBIWX (29.18).
| KBIWX | VMIAX | KBIWX / VMIAX | |
| Total Expense Ratio | 1.00 | 0.09 | 1,111% |
| Annual Report Gross Expense Ratio | 1.37 | 0.09 | 1,522% |
| Fund Existence | 7 years | 21 years | - |
| Gain YTD | 10.315 | 2.581 | 400% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.1M | 3.66B | 1% |
| Annual Yield % from dividends | 1.03 | 1.75 | 59% |
| Returns for 1 year | -7.80 | -2.17 | 359% |
| Returns for 3 years | 14.52 | 13.74 | 106% |
| Returns for 5 years | 29.18 | 63.14 | 46% |
| Returns for 10 years | N/A | 73.65 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PAMC | 42.39 | -0.62 | -1.43% |
| Pacer Lunt MidCap Multi-Factor Alt ETF | |||
| JGRW | 26.11 | -0.43 | -1.62% |
| Jensen Quality Growth ETF | |||
| HEDJ | 48.57 | -0.87 | -1.76% |
| WisdomTree Europe Hedged Equity ETF | |||
| SMLV | 122.78 | -2.38 | -1.90% |
| SPDR® SSGA US Small Cap Low Volatil ETF | |||
| JSMD | 74.23 | -3.96 | -5.06% |
| Janus Henderson Small/Md Cp Gr Alpha ETF | |||