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KSDIX vs WCMFX
KSDIX vs WCMFX Comparison
Open Charts KSDIX vs WCMFX
Keeley Gabelli Small Cap Dividend I
Price$17.47
Change-$0.08 (-0.46%)
VolumeN/A
Net Assets272.6M
WCM SMID Quality Val Fd Institutional
Price$11.37
Change-$0.19 (-1.64%)
VolumeN/A
Net Assets59.32M
KSDIX vs WCMFX Comparison Chart in %
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KSDIX vs. WCMFX commentary
Sep 26, 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 KSDIX is a Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
KSDIX has more cash in the bank: 273M vs. WCMFX (59.3M). KSDIX pays higher dividends than WCMFX: KSDIX (1.76) vs WCMFX (0.00). KSDIX was incepted earlier than WCMFX: KSDIX (16 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than KSDIX (1.25). KSDIX is a more actively managed with annual turnover of: 19.00 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than KSDIX: WCMFX (100000) vs KSDIX (1000000). KSDIX annual gain was more profitable for investors over the last year : -1.76 vs. WCMFX (-17.25). KSDIX return over 5 years is better than : 52.78 vs. WCMFX (39.11).
| KSDIX | WCMFX | KSDIX / WCMFX | |
| Total Expense Ratio | 1.04 | 0.90 | 116% |
| Annual Report Gross Expense Ratio | 1.25 | 1.45 | 86% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 5.516 | -3.506 | -157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 273M | 59.3M | 460% |
| Annual Yield % from dividends | 1.76 | 0.00 | - |
| Returns for 1 year | -1.76 | -17.25 | 10% |
| Returns for 3 years | 20.32 | 23.37 | 87% |
| Returns for 5 years | 52.78 | 39.11 | 135% |
| Returns for 10 years | 39.73 | N/A | - |
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