Interact to see
Advertisement
Advertisement
KSDIX vs WCMJX
KSDIX vs WCMJX Comparison
Open Charts KSDIX vs WCMJX
Keeley Gabelli Small Cap Dividend I
Price$17.13
Change-$0.15 (-0.87%)
VolumeN/A
Net Assets263.49M
WCM SMID Quality Val Fd Investor
Price$10.69
Change-$0.13 (-1.20%)
VolumeN/A
Net Assets7.4M
KSDIX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
KSDIX vs. WCMJX commentary
Nov 14, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is KSDIX is a Hold and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
KSDIX has more cash in the bank: 263M vs. WCMJX (7.41M). KSDIX pays higher dividends than WCMJX: KSDIX (1.77) vs WCMJX (0.00). KSDIX was incepted earlier than WCMJX: KSDIX (16 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than KSDIX (1.25). KSDIX is a more actively managed with annual turnover of: 19.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than KSDIX: WCMJX (1000) vs KSDIX (1000000). KSDIX annual gain was more profitable for investors over the last year : -9.58 vs. WCMJX (-25.22). KSDIX return over 5 years is better than : 23.97 vs. WCMJX (13.30).
| KSDIX | WCMJX | KSDIX / WCMJX | |
| Total Expense Ratio | 1.04 | 1.15 | 90% |
| Annual Report Gross Expense Ratio | 1.25 | 1.70 | 74% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 4.380 | -8.149 | -54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263M | 7.41M | 3,552% |
| Annual Yield % from dividends | 1.77 | 0.00 | - |
| Returns for 1 year | -9.58 | -25.22 | 38% |
| Returns for 3 years | 2.41 | 4.14 | 58% |
| Returns for 5 years | 23.97 | 13.30 | 180% |
| Returns for 10 years | 32.46 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VGWLX | 28.23 | 0.10 | +0.36% |
| Vanguard Global Wellington Investor | |||
| BEMCX | 11.86 | -0.01 | -0.08% |
| Brandes Emerging Markets Value C | |||
| TWGIX | 70.60 | -0.12 | -0.17% |
| American Century Growth I | |||
| WISGX | 22.97 | -0.09 | -0.39% |
| Segall Bryant & Hamill Small Cap GrInstl | |||
| STMMX | 35.43 | -0.33 | -0.92% |
| Sterling Capital Real Estate A | |||