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KVALX vs VISVX
KVALX vs VISVX Comparison
Open Charts KVALX vs VISVX
Kennedy Capital Small Cap Value Instl
Price$12.47
Change+$0.06 (+0.48%)
VolumeN/A
Net Assets34.78M
Vanguard Small Cap Value Index I
Price$48.77
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets55.61B
KVALX vs VISVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. KVALX (34.8M). VISVX pays higher dividends than KVALX: VISVX (1.99) vs KVALX (0.87). KVALX was incepted earlier than VISVX: KVALX (3 years) vs VISVX (27 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). VISVX annual gain was more profitable for investors over the last year : 5.54 vs. KVALX (1.14).
| KVALX | VISVX | KVALX / VISVX | |
| Total Expense Ratio | 0.89 | 0.19 | 468% |
| Annual Report Gross Expense Ratio | 1.84 | 0.19 | 968% |
| Fund Existence | 3 years | 27 years | - |
| Gain YTD | 2.718 | 2.868 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.8M | 55.6B | 0% |
| Annual Yield % from dividends | 0.87 | 1.99 | 44% |
| Returns for 1 year | 1.14 | 5.54 | 21% |
| Returns for 3 years | 29.60 | 30.99 | 96% |
| Returns for 5 years | N/A | 88.78 | - |
| Returns for 10 years | N/A | 102.36 | - |
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