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KSDIX vs WCMFX
KSDIX vs WCMFX Comparison
Open Charts KSDIX vs WCMFX
Keeley Gabelli Small Cap Dividend I
Price$17.23
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets266.77M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
KSDIX vs WCMFX Comparison Chart in %
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KSDIX vs. WCMFX 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 KSDIX is a Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
KSDIX has more cash in the bank: 267M vs. WCMFX (21.8M). KSDIX pays higher dividends than WCMFX: KSDIX (1.74) 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 : -6.28 vs. WCMFX (-20.62). KSDIX return over 5 years is better than : 38.05 vs. WCMFX (23.45).
| 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 | 4.078 | -5.509 | -74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 21.8M | 1,225% |
| Annual Yield % from dividends | 1.74 | 0.00 | - |
| Returns for 1 year | -6.28 | -20.62 | 30% |
| Returns for 3 years | 11.00 | 16.46 | 67% |
| Returns for 5 years | 38.05 | 23.45 | 162% |
| Returns for 10 years | 29.46 | N/A | - |
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