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KGLCX vs VBAIX
KGLCX vs VBAIX Comparison
Open Charts KGLCX vs VBAIX
Kinetics Global Adv C
Price$15.69
Change-$0.15 (-0.95%)
VolumeN/A
Net Assets63.46M
Vanguard Balanced Index I
Price$52.56
Change+$0.12 (+0.23%)
VolumeN/A
Net Assets60.99B
KGLCX vs VBAIX Comparison Chart in %
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KGLCX vs. VBAIX commentary
Oct 19, 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 KGLCX is a Hold and VBAIX is a Hold.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 61B vs. KGLCX (63.5M). VBAIX pays higher dividends than KGLCX: VBAIX (2.03) vs KGLCX (0.33). KGLCX was incepted earlier than VBAIX: KGLCX (17 years) vs VBAIX (25 years). KGLCX (2.79) is less costly to investors than VBAIX (0.06). KGLCX is a more actively managed with annual turnover of: 34.00 vs. VBAIX (22.00). KGLCX has a lower initial minimum investment than VBAIX: KGLCX (2500) vs VBAIX (5000000). KGLCX annual gain was more profitable for investors over the last year : 20.20 vs. VBAIX (6.48). KGLCX return over 5 years is better than : 173.08 vs. VBAIX (31.29).
| KGLCX | VBAIX | KGLCX / VBAIX | |
| Total Expense Ratio | 2.14 | 0.06 | 3,567% |
| Annual Report Gross Expense Ratio | 2.79 | 0.06 | 4,650% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 7.099 | 9.605 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.5M | 61B | 0% |
| Annual Yield % from dividends | 0.33 | 2.03 | 16% |
| Returns for 1 year | 20.20 | 6.48 | 312% |
| Returns for 3 years | 107.69 | 40.54 | 266% |
| Returns for 5 years | 173.08 | 31.29 | 553% |
| Returns for 10 years | 248.06 | 99.01 | 251% |
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