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KVALX vs VSIAX
KVALX vs VSIAX Comparison
Open Charts KVALX vs VSIAX
Kennedy Capital Small Cap Value Instl
Price$12.11
Change-$0.52 (-4.12%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.23
Change-$3.35 (-3.78%)
VolumeN/A
CapitalizationN/A
KVALX vs VSIAX Comparison Chart
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VS
VS
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. KVALX (23.8M). VSIAX pays higher dividends than KVALX: VSIAX (2.01) vs KVALX (0.75). KVALX was incepted earlier than VSIAX: KVALX (3 years) vs VSIAX (13 years). 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). VSIAX annual gain was more profitable for investors over the last year : 16.23 vs. KVALX (15.13).
| KVALX | VSIAX | KVALX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 3 years | 13 years | - |
| Gain YTD | 13.082 | 15.031 | 87% |
| 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 | 2.01 | 37% |
| Returns for 1 year | 15.13 | 16.23 | 93% |
| Returns for 3 years | N/A | 20.67 | - |
| Returns for 5 years | N/A | 52.83 | - |
| Returns for 10 years | N/A | 105.65 | - |
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