Interact to see
Advertisement
Advertisement
KSDVX vs WCMJX
KSDVX vs WCMJX Comparison
Open Charts KSDVX vs WCMJX
Keeley Gabelli Small Cap Dividend A
Price$17.65
Change+$0.26 (+1.50%)
VolumeN/A
Net Assets264.15M
WCM SMID Quality Val Fd Investor
Price$3.35
Change+$0.01 (+0.30%)
VolumeN/A
Net Assets2.61M
KSDVX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
KSDVX 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 KSDVX is a Hold and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
KSDVX has more cash in the bank: 264M vs. WCMJX (2.61M). KSDVX pays higher dividends than WCMJX: KSDVX (1.52) 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 : -11.43 vs. WCMJX (-77.15). KSDVX return over 5 years is better than : 17.17 vs. WCMJX (-66.50).
| 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 | 5.148 | -71.647 | -7% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264M | 2.61M | 10,107% |
| Annual Yield % from dividends | 1.52 | 0.00 | - |
| Returns for 1 year | -11.43 | -77.15 | 15% |
| Returns for 3 years | 0.69 | -68.40 | -1% |
| Returns for 5 years | 17.17 | -66.50 | -26% |
| Returns for 10 years | 27.60 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement