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KVALX vs VISVX
KVALX vs VISVX Comparison
Open Charts KVALX vs VISVX
Kennedy Capital Small Cap Value Instl
Price$12.28
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets34.25M
Vanguard Small Cap Value Index I
Price$47.57
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets56.44B
KVALX vs VISVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. KVALX (34.3M). VISVX pays higher dividends than KVALX: VISVX (1.95) vs KVALX (0.86). KVALX was incepted earlier than VISVX: KVALX (3 years) vs VISVX (27 years). KVALX (1.84) 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 : 6.76 vs. KVALX (4.92).
| KVALX | VISVX | KVALX / VISVX | |
| Total Expense Ratio | 0.89 | 0.19 | 468% |
| Annual Report Gross Expense Ratio | 1.84 | 0.19 | 968% |
| Fund Existence | 3 years | 27 years | - |
| Gain YTD | 1.153 | 0.337 | 342% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.3M | 56.4B | 0% |
| Annual Yield % from dividends | 0.86 | 1.95 | 44% |
| Returns for 1 year | 4.92 | 6.76 | 73% |
| Returns for 3 years | 23.23 | 23.04 | 101% |
| Returns for 5 years | N/A | 74.40 | - |
| Returns for 10 years | N/A | 95.98 | - |