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KVALX vs VSCAX
KVALX vs VSCAX Comparison
Open Charts KVALX vs VSCAX
Kennedy Capital Small Cap Value Instl
Price$13.08
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets107.84M
Invesco Small Cap Value A
Price$25.30
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets7.33B
KVALX vs VSCAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.33B vs. KVALX (108M). KVALX pays higher dividends than VSCAX: KVALX (0.81) vs VSCAX (0.32). KVALX was incepted earlier than VSCAX: KVALX (3 years) vs VSCAX (26 years). KVALX (1.84) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 52.00 vs. KVALX (49.00). VSCAX has a lower initial minimum investment than KVALX: VSCAX (1000) vs KVALX (5000). VSCAX annual gain was more profitable for investors over the last year : 12.12 vs. KVALX (8.98).
| KVALX | VSCAX | KVALX / VSCAX | |
| Total Expense Ratio | 0.89 | 1.12 | 79% |
| Annual Report Gross Expense Ratio | 1.84 | 1.12 | 164% |
| Fund Existence | 3 years | 26 years | - |
| Gain YTD | 7.743 | 7.614 | 102% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 7.33B | 1% |
| Annual Yield % from dividends | 0.81 | 0.32 | 251% |
| Returns for 1 year | 8.98 | 12.12 | 74% |
| Returns for 3 years | 39.50 | 46.81 | 84% |
| Returns for 5 years | N/A | 116.87 | - |
| Returns for 10 years | N/A | 36.89 | - |
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