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KSDVX vs WCMJX
KSDVX vs WCMJX Comparison
Open Charts KSDVX vs WCMJX
Keeley Gabelli Small Cap Dividend A
Price$17.50
Change-$0.14 (-0.79%)
VolumeN/A
Net Assets275.38M
WCM SMID Quality Val Fd Investor
Price$11.52
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets60.68M
KSDVX vs WCMJX Comparison Chart in %
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KSDVX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
KSDVX has more cash in the bank: 275M vs. WCMJX (60.7M). KSDVX pays higher dividends than WCMJX: KSDVX (1.53) vs WCMJX (0.00). KSDVX was incepted earlier than WCMJX: KSDVX (16 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than KSDVX (1.50). KSDVX is a more actively managed with annual turnover of: 19.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than KSDVX: WCMJX (1000) vs KSDVX (2500). KSDVX annual gain was more profitable for investors over the last year : -1.12 vs. WCMJX (-15.65). KSDVX return over 5 years is better than : 43.02 vs. WCMJX (34.23).
| KSDVX | WCMJX | KSDVX / WCMJX | |
| Total Expense Ratio | 1.29 | 1.15 | 112% |
| Annual Report Gross Expense Ratio | 1.50 | 1.70 | 88% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 5.924 | -2.122 | -279% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | -15.65 | 7% |
| Returns for 3 years | 11.99 | 17.77 | 67% |
| Returns for 5 years | 43.02 | 34.23 | 126% |
| Returns for 10 years | 33.77 | N/A | - |
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