Ad is loading...
KVALX vs VISVX
KVALX vs VISVX Comparison
Open Charts KVALX vs VISVX
Kennedy Capital Small Cap Value Instl
Price$12.69
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets24.32M
Vanguard Small Cap Value Index I
Price$49.06
Change+$0.22 (+0.45%)
VolumeN/A
Net Assets58.32B
KVALX vs VISVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. KVALX (24.3M). 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). KVALX (19.23) and VISVX (18.46) have marching annual gain over last year.
| 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 | 4.530 | 3.197 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3M | 58.3B | 0% |
| Annual Yield % from dividends | 0.75 | 1.90 | 39% |
| Returns for 1 year | 19.23 | 18.46 | 104% |
| Returns for 3 years | N/A | 16.97 | - |
| Returns for 5 years | N/A | 50.22 | - |
| Returns for 10 years | N/A | 109.01 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...