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KVALX vs VSCAX
KVALX vs VSCAX Comparison
Open Charts KVALX vs VSCAX
Kennedy Capital Small Cap Value Instl
Price$12.55
Change+$0.06 (+0.48%)
VolumeN/A
Net Assets34.26M
Invesco Small Cap Value A
Price$24.15
Change+$0.14 (+0.58%)
VolumeN/A
Net Assets6.97B
KVALX vs VSCAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.97B vs. KVALX (34.3M). KVALX pays higher dividends than VSCAX: KVALX (0.87) vs VSCAX (0.35). 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). KVALX is a more actively managed with annual turnover of: 49.00 vs. VSCAX (40.00). VSCAX has a lower initial minimum investment than KVALX: VSCAX (1000) vs KVALX (5000). KVALX annual gain was more profitable for investors over the last year : 10.60 vs. VSCAX (5.03).
| 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 | 3.377 | 2.722 | 124% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.3M | 6.97B | 0% |
| Annual Yield % from dividends | 0.87 | 0.35 | 253% |
| Returns for 1 year | 10.60 | 5.03 | 211% |
| Returns for 3 years | 36.27 | 43.85 | 83% |
| Returns for 5 years | N/A | 135.31 | - |
| Returns for 10 years | N/A | 20.55 | - |
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