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KSDVX vs VSIAX
KSDVX vs VSIAX Comparison
Open Charts KSDVX vs VSIAX
Keeley Small Cap Dividend Value A
Price$18.62
Change+$0.17 (+0.92%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$86.03
Change+$0.63 (+0.74%)
VolumeN/A
CapitalizationN/A
KSDVX vs VSIAX Comparison Chart
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KSDVX vs. VSIAX commentary
Dec 25, 2024
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 KSDVX is a Sell and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. KSDVX (286M). VSIAX pays higher dividends than KSDVX: VSIAX (2.01) vs KSDVX (1.80). KSDVX was incepted earlier than VSIAX: KSDVX (15 years) vs VSIAX (13 years). KSDVX is a more actively managed with annual turnover of: 21.00 vs. VSIAX (16.00). KSDVX has a lower initial minimum investment than VSIAX: KSDVX (2500) vs VSIAX (3000). KSDVX annual gain was more profitable for investors over the last year : 12.22 vs. VSIAX (11.42). VSIAX return over 5 years is better than : 48.54 vs. KSDVX (20.72).
| KSDVX | VSIAX | KSDVX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 15.553 | 11.511 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 286M | 63B | 0% |
| Annual Yield % from dividends | 1.80 | 2.01 | 89% |
| Returns for 1 year | 12.22 | 11.42 | 107% |
| Returns for 3 years | -5.35 | 14.75 | -36% |
| Returns for 5 years | 20.72 | 48.54 | 43% |
| Returns for 10 years | 23.46 | 96.09 | 24% |
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