Interact to see
Advertisement
Advertisement
KSDVX vs WCMJX
KSDVX vs WCMJX Comparison
Open Charts KSDVX vs WCMJX
Keeley Gabelli Small Cap Dividend A
Price$17.22
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
KSDVX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
KSDVX 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 KSDVX is a Buy and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
KSDVX has more cash in the bank: 267M vs. WCMJX (21.8M). KSDVX pays higher dividends than WCMJX: KSDVX (1.52) 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 : -6.52 vs. WCMJX (-21.05). KSDVX return over 5 years is better than : 36.28 vs. WCMJX (21.44).
| 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 | 3.822 | -5.772 | -66% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 21.8M | 1,225% |
| Annual Yield % from dividends | 1.52 | 0.00 | - |
| Returns for 1 year | -6.52 | -21.05 | 31% |
| Returns for 3 years | 10.17 | 15.26 | 67% |
| Returns for 5 years | 36.28 | 21.44 | 169% |
| Returns for 10 years | 26.23 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers