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KSMVX vs VSIAX
KSMVX vs VSIAX Comparison
Open Charts KSMVX vs VSIAX
Keeley Small-Mid Cap Value A
Price$10.63
Change+$0.14 (+1.33%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$91.93
Change+$1.23 (+1.36%)
VolumeN/A
CapitalizationN/A
KSMVX vs VSIAX Comparison Chart
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KSMVX vs. VSIAX commentary
Nov 23, 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 KSMVX is a StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. KSMVX (31.4M). VSIAX pays higher dividends than KSMVX: VSIAX (2.01) vs KSMVX (1.08). KSMVX was incepted earlier than VSIAX: KSMVX (17 years) vs VSIAX (13 years). KSMVX is a more actively managed with annual turnover of: 17.00 vs. VSIAX (16.00). KSMVX has a lower initial minimum investment than VSIAX: KSMVX (2500) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 31.88 vs. KSMVX (23.97). VSIAX return over 5 years is better than : 64.51 vs. KSMVX (-16.49).
| KSMVX | VSIAX | KSMVX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 13 years | - |
| Gain YTD | 20.023 | 19.381 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.4M | 57.6B | 0% |
| Annual Yield % from dividends | 1.08 | 2.01 | 54% |
| Returns for 1 year | 23.97 | 31.88 | 75% |
| Returns for 3 years | -22.33 | 18.19 | -123% |
| Returns for 5 years | -16.49 | 64.51 | -26% |
| Returns for 10 years | -31.29 | 113.13 | -28% |
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