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KSDIX vs WCMJX
KSDIX vs WCMJX Comparison
Open Charts KSDIX vs WCMJX
Keeley Gabelli Small Cap Dividend I
Price$17.23
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets266.77M
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
KSDIX vs WCMJX Comparison Chart in %
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KSDIX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
KSDIX has more cash in the bank: 267M vs. WCMJX (21.8M). KSDIX pays higher dividends than WCMJX: KSDIX (1.74) vs WCMJX (0.00). KSDIX was incepted earlier than WCMJX: KSDIX (16 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than KSDIX (1.25). KSDIX is a more actively managed with annual turnover of: 19.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than KSDIX: WCMJX (1000) vs KSDIX (1000000). KSDIX annual gain was more profitable for investors over the last year : -6.28 vs. WCMJX (-21.05). KSDIX return over 5 years is better than : 38.05 vs. WCMJX (21.44).
| KSDIX | WCMJX | KSDIX / WCMJX | |
| Total Expense Ratio | 1.04 | 1.15 | 90% |
| Annual Report Gross Expense Ratio | 1.25 | 1.70 | 74% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 4.078 | -5.772 | -71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | -21.05 | 30% |
| Returns for 3 years | 11.00 | 15.26 | 72% |
| Returns for 5 years | 38.05 | 21.44 | 177% |
| Returns for 10 years | 29.46 | N/A | - |
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