Interact to see
Advertisement
Advertisement
KSDIX vs WCMJX
KSDIX vs WCMJX Comparison
Open Charts KSDIX vs WCMJX
Keeley Gabelli Small Cap Dividend I
Price$17.66
Change+$0.25 (+1.44%)
VolumeN/A
Net Assets264.15M
WCM SMID Quality Val Fd Investor
Price$3.35
Change+$0.01 (+0.30%)
VolumeN/A
Net Assets2.61M
KSDIX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
KSDIX vs. WCMJX commentary
Dec 04, 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: 264M vs. WCMJX (2.61M). KSDIX pays higher dividends than WCMJX: KSDIX (1.75) 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 : -11.24 vs. WCMJX (-77.15). KSDIX return over 5 years is better than : 18.57 vs. WCMJX (-66.50).
| 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 | 5.407 | -71.647 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264M | 2.61M | 10,107% |
| Annual Yield % from dividends | 1.75 | 0.00 | - |
| Returns for 1 year | -11.24 | -77.15 | 15% |
| Returns for 3 years | 1.44 | -68.40 | -2% |
| Returns for 5 years | 18.57 | -66.50 | -28% |
| Returns for 10 years | 30.78 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement