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KVALX vs VISVX
KVALX vs VISVX Comparison
Open Charts KVALX vs VISVX
Kennedy Capital Small Cap Value Instl
Price$12.11
Change-$0.52 (-4.12%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
KVALX vs VISVX Comparison Chart
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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. KVALX (23.8M). VISVX pays higher dividends than KVALX: VISVX (1.90) vs KVALX (0.75). KVALX was incepted earlier than VISVX: KVALX (3 years) vs VISVX (27 years). KVALX is a more actively managed with annual turnover of: 50.00 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 : 16.18 vs. KVALX (15.13).
| KVALX | VISVX | KVALX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 3 years | 27 years | - |
| Gain YTD | 13.082 | 14.945 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8M | 63B | 0% |
| Annual Yield % from dividends | 0.75 | 1.90 | 39% |
| Returns for 1 year | 15.13 | 16.18 | 93% |
| Returns for 3 years | N/A | 20.58 | - |
| Returns for 5 years | N/A | 52.67 | - |
| Returns for 10 years | N/A | 105.07 | - |
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