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KSDIX vs WCMJX
KSDIX vs WCMJX Comparison
Open Charts KSDIX vs WCMJX
Keeley Gabelli Small Cap Dividend I
Price$17.68
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets260.49M
WCM SMID Quality Val Fd Investor
Price$3.41
Change+$0.01 (+0.29%)
VolumeN/A
Net Assets1.61M
KSDIX vs WCMJX Comparison Chart in %
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KSDIX vs. WCMJX commentary
Dec 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
KSDIX has more cash in the bank: 260M vs. WCMJX (1.61M). 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 : -3.78 vs. WCMJX (-71.64). KSDIX return over 5 years is better than : 14.84 vs. WCMJX (-67.37).
| 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 | 6.796 | -71.138 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 260M | 1.61M | 16,119% |
| Annual Yield % from dividends | 1.75 | 0.00 | - |
| Returns for 1 year | -3.78 | -71.64 | 5% |
| Returns for 3 years | 7.84 | -65.48 | -12% |
| Returns for 5 years | 14.84 | -67.37 | -22% |
| Returns for 10 years | 40.32 | N/A | - |
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