Ad is loading...
KVALX vs VSIIX
KVALX vs VSIIX Comparison
Open Charts KVALX vs VSIIX
Kennedy Capital Small Cap Value Instl
Price$11.91
Change-$0.19 (-1.57%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$45.55
Change-$0.66 (-1.43%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
KVALX vs VSIIX Comparison Chart
Loading...
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. KVALX (20.6M). VSIIX pays higher dividends than KVALX: VSIIX (2.02) vs KVALX (0.75). KVALX was incepted earlier than VSIIX: KVALX (2 years) vs VSIIX (25 years). KVALX is a more actively managed with annual turnover of: 50.00 vs. VSIIX (16.00). KVALX has a lower initial minimum investment than VSIIX: KVALX (5000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 16.99 vs. KVALX (15.66).
| KVALX | VSIIX | KVALX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 2 years | 25 years | - |
| Gain YTD | 7.460 | 7.233 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6M | 57.3B | 0% |
| Annual Yield % from dividends | 0.75 | 2.02 | 37% |
| Returns for 1 year | 15.66 | 16.99 | 92% |
| Returns for 3 years | N/A | 11.34 | - |
| Returns for 5 years | N/A | 55.43 | - |
| Returns for 10 years | N/A | 93.38 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers