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KBIWX vs VMIAX
KBIWX vs VMIAX Comparison
Open Charts KBIWX vs VMIAX
KBI Global Investors Aquarius Instl
Price$12.03
Change+$0.16 (+1.35%)
VolumeN/A
Net Assets56.25M
Vanguard Materials Index Admiral
Price$106.02
Change+$0.88 (+0.84%)
VolumeN/A
Net Assets4.12B
KBIWX vs VMIAX Comparison Chart in %
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KBIWX vs. VMIAX 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 VMIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMIAX has more cash in the bank: 4.12B vs. KBIWX (56.2M). VMIAX pays higher dividends than KBIWX: VMIAX (1.60) vs KBIWX (0.98). KBIWX was incepted earlier than VMIAX: KBIWX (7 years) vs VMIAX (22 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 : 4.90 vs. KBIWX (-6.13). VMIAX return over 5 years is better than : 51.15 vs. KBIWX (22.29).
| 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 | 22 years | - |
| Gain YTD | 15.950 | 10.772 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.2M | 4.12B | 1% |
| Annual Yield % from dividends | 0.98 | 1.60 | 61% |
| Returns for 1 year | -6.13 | 4.90 | -125% |
| Returns for 3 years | 16.67 | 27.72 | 60% |
| Returns for 5 years | 22.29 | 51.15 | 44% |
| Returns for 10 years | N/A | 117.57 | - |
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