KSDIX
Price
$17.68
Change
-$0.00 (-0.00%)
Updated
Dec 26 closing price
Net Assets
260.49M
WCMJX
Price
$3.41
Change
+$0.01 (+0.29%)
Updated
Dec 26 closing price
Net Assets
1.61M
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KSDIX vs WCMJX

Header iconKSDIX vs WCMJX Comparison
Open Charts KSDIX vs WCMJXBanner chart's image
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.

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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).
KSDIXWCMJXKSDIX / WCMJX
Total Expense Ratio1.041.1590%
Annual Report Gross Expense Ratio1.251.7074%
Fund Existence16 years6 years-
Gain YTD6.796-71.138-10%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets260M1.61M16,119%
Annual Yield % from dividends1.750.00-
Returns for 1 year-3.78-71.645%
Returns for 3 years7.84-65.48-12%
Returns for 5 years14.84-67.37-22%
Returns for 10 years40.32N/A-
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