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KSDVX vs WCMFX
KSDVX vs WCMFX Comparison
Open Charts KSDVX vs WCMFX
Keeley Gabelli Small Cap Dividend A
Price$17.22
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets266.31M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
KSDVX vs WCMFX Comparison Chart in %
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KSDVX vs. WCMFX commentary
Oct 19, 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 KSDVX is a Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
KSDVX has more cash in the bank: 266M vs. WCMFX (21.8M). KSDVX pays higher dividends than WCMFX: KSDVX (1.52) vs WCMFX (0.00). KSDVX was incepted earlier than WCMFX: KSDVX (16 years) vs WCMFX (6 years). KSDVX (1.50) and WCMFX (1.45) have similar cost to investors . KSDVX is a more actively managed with annual turnover of: 19.00 vs. WCMFX (15.00). KSDVX has a lower initial minimum investment than WCMFX: KSDVX (2500) vs WCMFX (100000). KSDVX annual gain was more profitable for investors over the last year : -6.52 vs. WCMFX (-20.62). KSDVX return over 5 years is better than : 36.28 vs. WCMFX (23.45).
| KSDVX | WCMFX | KSDVX / WCMFX | |
| Total Expense Ratio | 1.29 | 0.90 | 143% |
| Annual Report Gross Expense Ratio | 1.50 | 1.45 | 103% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 3.822 | -5.509 | -69% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266M | 21.8M | 1,220% |
| Annual Yield % from dividends | 1.52 | 0.00 | - |
| Returns for 1 year | -6.52 | -20.62 | 32% |
| Returns for 3 years | 10.17 | 16.46 | 62% |
| Returns for 5 years | 36.28 | 23.45 | 155% |
| Returns for 10 years | 26.23 | N/A | - |
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