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KVALX vs VISVX
KVALX vs VISVX Comparison
Open Charts KVALX vs VISVX
Kennedy Capital Small Cap Value Instl
Price$12.84
Change-$0.14 (-1.08%)
VolumeN/A
Net Assets67.04M
Vanguard Small Cap Value Index I
Price$50.20
Change+$0.39 (+0.78%)
VolumeN/A
Net Assets59.14B
KVALX vs VISVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.1B vs. KVALX (67M). VISVX pays higher dividends than KVALX: VISVX (1.88) vs KVALX (0.82). 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 : 4.40 vs. KVALX (3.77).
| 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 | 6.919 | 5.159 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67M | 59.1B | 0% |
| Annual Yield % from dividends | 0.82 | 1.88 | 44% |
| Returns for 1 year | 3.77 | 4.40 | 86% |
| Returns for 3 years | 38.14 | 37.59 | 101% |
| Returns for 5 years | N/A | 74.84 | - |
| Returns for 10 years | N/A | 110.97 | - |
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