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KVALX vs VISVX
KVALX vs VISVX Comparison
Open Charts KVALX vs VISVX
Kennedy Capital Small Cap Value Instl
Price$13.85
Change+$1.07 (+8.37%)
VolumeN/A
Net Assets73.17M
Vanguard Small Cap Value Index I
Price$54.13
Change+$4.36 (+8.76%)
VolumeN/A
Net Assets59.85B
KVALX vs VISVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.8B vs. KVALX (73.2M). VISVX pays higher dividends than KVALX: VISVX (1.74) vs KVALX (0.43). KVALX was incepted earlier than VISVX: KVALX (4 years) vs VISVX (28 years). KVALX (1.84) is less costly to investors than VISVX (0.19). KVALX is a more actively managed with annual turnover of: 49.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than KVALX: VISVX (3000) vs KVALX (5000). KVALX (12.46) and VISVX (12.01) have marching annual gain over last year.
| KVALX | VISVX | KVALX / VISVX | |
| Total Expense Ratio | 0.89 | 0.19 | 468% |
| Annual Report Gross Expense Ratio | 1.84 | 0.19 | 968% |
| Fund Existence | 4 years | 28 years | - |
| Gain YTD | 10.978 | 6.555 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.2M | 59.8B | 0% |
| Annual Yield % from dividends | 0.43 | 1.74 | 25% |
| Returns for 1 year | 12.46 | 12.01 | 104% |
| Returns for 3 years | 28.58 | 29.81 | 96% |
| Returns for 5 years | N/A | 51.01 | - |
| Returns for 10 years | N/A | 161.74 | - |
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