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KVALX vs VSIAX
KVALX vs VSIAX Comparison
Open Charts KVALX vs VSIAX
Kennedy Capital Small Cap Value Instl
Price$10.90
Change-$0.93 (-7.86%)
VolumeN/A
Net Assets24.61M
Vanguard Small Cap Value Index Admiral
Price$76.04
Change-$5.48 (-6.72%)
VolumeN/A
Net Assets57.63B
KVALX vs VSIAX Comparison Chart
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VS
VS
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. KVALX (24.6M). VSIAX pays higher dividends than KVALX: VSIAX (2.27) vs KVALX (0.91). KVALX was incepted earlier than VSIAX: KVALX (3 years) vs VSIAX (14 years). KVALX (2.41) is less costly to investors than VSIAX (0.07). KVALX is a more actively managed with annual turnover of: 50.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than KVALX: VSIAX (3000) vs KVALX (5000). KVALX annual gain was more profitable for investors over the last year : 2.46 vs. VSIAX (1.33).
| KVALX | VSIAX | KVALX / VSIAX | |
| Total Expense Ratio | 0.89 | 0.07 | 1,271% |
| Annual Report Gross Expense Ratio | 2.41 | 0.07 | 3,443% |
| Fund Existence | 3 years | 14 years | - |
| Gain YTD | -2.554 | -4.128 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.6M | 57.6B | 0% |
| Annual Yield % from dividends | 0.91 | 2.27 | 40% |
| Returns for 1 year | 2.46 | 1.33 | 185% |
| Returns for 3 years | N/A | 9.17 | - |
| Returns for 5 years | N/A | 138.18 | - |
| Returns for 10 years | N/A | 80.20 | - |
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VS
VS
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