Interact to see
Advertisement
Advertisement
KSDIX vs WCMJX
KSDIX vs WCMJX Comparison
Open Charts KSDIX vs WCMJX
Keeley Gabelli Small Cap Dividend I
Price$16.79
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets253.53M
WCM SMID Quality Val Fd Investor
Price$3.17
Change-$0.01 (-0.31%)
VolumeN/A
Net Assets5.92M
KSDIX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
KSDIX vs. WCMJX commentary
Nov 20, 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
KSDIX has more cash in the bank: 254M vs. WCMJX (5.92M). KSDIX pays higher dividends than WCMJX: KSDIX (1.77) 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 : -11.02 vs. WCMJX (-77.30). KSDIX return over 5 years is better than : 18.32 vs. WCMJX (-67.15).
| 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 | 1.239 | -73.005 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254M | 5.92M | 4,288% |
| Annual Yield % from dividends | 1.77 | 0.00 | - |
| Returns for 1 year | -11.02 | -77.30 | 14% |
| Returns for 3 years | -0.06 | -68.88 | 0% |
| Returns for 5 years | 18.32 | -67.15 | -27% |
| Returns for 10 years | 26.16 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers