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KSDVX vs WCMFX
KSDVX vs WCMFX Comparison
Open Charts KSDVX vs WCMFX
Keeley Gabelli Small Cap Dividend A
Price$17.50
Change-$0.14 (-0.79%)
VolumeN/A
Net Assets275.38M
WCM SMID Quality Val Fd Institutional
Price$11.74
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets60.68M
KSDVX vs WCMFX Comparison Chart in %
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KSDVX vs. WCMFX commentary
Sep 17, 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 KSDVX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
KSDVX has more cash in the bank: 275M vs. WCMFX (60.7M). KSDVX pays higher dividends than WCMFX: KSDVX (1.53) vs WCMFX (0.00). KSDVX was incepted earlier than WCMFX: KSDVX (16 years) vs WCMFX (6 years). KSDVX (1.50) and WCMFX (1.45) have similar cost to investors . KSDVX is a more actively managed with annual turnover of: 19.00 vs. WCMFX (15.00). KSDVX has a lower initial minimum investment than WCMFX: KSDVX (2500) vs WCMFX (100000). KSDVX annual gain was more profitable for investors over the last year : -1.12 vs. WCMFX (-15.22). KSDVX return over 5 years is better than : 43.02 vs. WCMFX (36.47).
| KSDVX | WCMFX | KSDVX / WCMFX | |
| Total Expense Ratio | 1.29 | 0.90 | 143% |
| Annual Report Gross Expense Ratio | 1.50 | 1.45 | 103% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 5.924 | -1.920 | -309% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275M | 60.7M | 453% |
| Annual Yield % from dividends | 1.53 | 0.00 | - |
| Returns for 1 year | -1.12 | -15.22 | 7% |
| Returns for 3 years | 11.99 | 18.93 | 63% |
| Returns for 5 years | 43.02 | 36.47 | 118% |
| Returns for 10 years | 33.77 | N/A | - |
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