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KSDVX vs WCMJX
KSDVX vs WCMJX Comparison
Open Charts KSDVX vs WCMJX
Keeley Gabelli Small Cap Dividend A
Price$16.78
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
KSDVX vs WCMJX Comparison Chart in %
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KSDVX 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 KSDVX is a Hold and WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
KSDVX has more cash in the bank: 254M vs. WCMJX (5.92M). KSDVX pays higher dividends than WCMJX: KSDVX (1.54) 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 : -11.21 vs. WCMJX (-77.30). KSDVX return over 5 years is better than : 16.86 vs. WCMJX (-67.15).
| 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 | 0.988 | -73.005 | -1% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254M | 5.92M | 4,288% |
| Annual Yield % from dividends | 1.54 | 0.00 | - |
| Returns for 1 year | -11.21 | -77.30 | 14% |
| Returns for 3 years | -0.75 | -68.88 | 1% |
| Returns for 5 years | 16.86 | -67.15 | -25% |
| Returns for 10 years | 23.09 | N/A | - |
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