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KVALX vs VISVX
KVALX vs VISVX Comparison
Open Charts KVALX vs VISVX
Kennedy Capital Small Cap Value Instl
Price$11.49
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets23.79M
Vanguard Small Cap Value Index I
Price$44.55
Change+$0.04 (+0.09%)
VolumeN/A
Net Assets51.69B
KVALX vs VISVX Comparison Chart
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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 51.7B vs. KVALX (23.8M). VISVX pays higher dividends than KVALX: VISVX (2.21) vs KVALX (0.95). KVALX was incepted earlier than VISVX: KVALX (3 years) vs VISVX (27 years). KVALX (2.41) is less costly to investors than VISVX (0.19). KVALX is a more actively managed with annual turnover of: 49.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than KVALX: VISVX (3000) vs KVALX (5000). VISVX annual gain was more profitable for investors over the last year : -0.89 vs. KVALX (-2.25).
| KVALX | VISVX | KVALX / VISVX | |
| Total Expense Ratio | 0.89 | 0.19 | 468% |
| Annual Report Gross Expense Ratio | 2.41 | 0.19 | 1,268% |
| Fund Existence | 3 years | 27 years | - |
| Gain YTD | -5.354 | -6.143 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8M | 51.7B | 0% |
| Annual Yield % from dividends | 0.95 | 2.21 | 43% |
| Returns for 1 year | -2.25 | -0.89 | 252% |
| Returns for 3 years | 20.77 | 18.88 | 110% |
| Returns for 5 years | N/A | 88.46 | - |
| Returns for 10 years | N/A | 78.82 | - |
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