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VBAIX vs WWWEX
VBAIX vs WWWEX Comparison
Open Charts VBAIX vs WWWEX
Vanguard Balanced Index I
Price$52.56
Change+$0.12 (+0.23%)
VolumeN/A
Net Assets60.99B
Kinetics Global No Load
Price$17.26
Change-$0.16 (-0.92%)
VolumeN/A
Net Assets63.46M
VBAIX vs WWWEX Comparison Chart in %
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VBAIX vs. WWWEX 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 VBAIX is a Hold and WWWEX is a Hold.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 61B vs. WWWEX (63.5M). VBAIX pays higher dividends than WWWEX: VBAIX (2.03) vs WWWEX (0.89). VBAIX was incepted earlier than WWWEX: VBAIX (25 years) vs WWWEX (26 years). WWWEX (2.04) is less costly to investors than VBAIX (0.06). WWWEX is a more actively managed with annual turnover of: 34.00 vs. VBAIX (22.00). WWWEX has a lower initial minimum investment than VBAIX: WWWEX (2500) vs VBAIX (5000000). WWWEX annual gain was more profitable for investors over the last year : 21.19 vs. VBAIX (6.48). WWWEX return over 5 years is better than : 183.50 vs. VBAIX (31.29).
| VBAIX | WWWEX | VBAIX / WWWEX | |
| Total Expense Ratio | 0.06 | 1.39 | 4% |
| Annual Report Gross Expense Ratio | 0.06 | 2.04 | 3% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | 9.605 | 7.808 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61B | 63.5M | 96,063% |
| Annual Yield % from dividends | 2.03 | 0.89 | 227% |
| Returns for 1 year | 6.48 | 21.19 | 31% |
| Returns for 3 years | 40.54 | 112.50 | 36% |
| Returns for 5 years | 31.29 | 183.50 | 17% |
| Returns for 10 years | 99.01 | 276.69 | 36% |
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