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KSDVX vs WCMJX
KSDVX vs WCMJX Comparison
Open Charts KSDVX vs WCMJX
Keeley Gabelli Small Cap Dividend A
Price$17.12
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
KSDVX vs WCMJX Comparison Chart in %
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KSDVX 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 KSDVX is a Hold and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
KSDVX has more cash in the bank: 263M vs. WCMJX (7.41M). KSDVX pays higher dividends than WCMJX: KSDVX (1.54) vs WCMJX (0.00). KSDVX was incepted earlier than WCMJX: KSDVX (16 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than KSDVX (1.50). KSDVX is a more actively managed with annual turnover of: 19.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than KSDVX: WCMJX (1000) vs KSDVX (2500). KSDVX annual gain was more profitable for investors over the last year : -9.81 vs. WCMJX (-25.22). KSDVX return over 5 years is better than : 22.53 vs. WCMJX (13.30).
| KSDVX | WCMJX | KSDVX / WCMJX | |
| Total Expense Ratio | 1.29 | 1.15 | 112% |
| Annual Report Gross Expense Ratio | 1.50 | 1.70 | 88% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 4.123 | -8.149 | -51% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263M | 7.41M | 3,552% |
| Annual Yield % from dividends | 1.54 | 0.00 | - |
| Returns for 1 year | -9.81 | -25.22 | 39% |
| Returns for 3 years | 1.71 | 4.14 | 41% |
| Returns for 5 years | 22.53 | 13.30 | 169% |
| Returns for 10 years | 29.16 | N/A | - |
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