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KVALX vs VSCAX
KVALX vs VSCAX Comparison
Open Charts KVALX vs VSCAX
Kennedy Capital Small Cap Value Instl
Price$11.76
Change-$0.20 (-1.67%)
VolumeN/A
Net Assets32.29M
Invesco Small Cap Value A
Price$22.67
Change-$0.33 (-1.43%)
VolumeN/A
Net Assets6.48B
KVALX vs VSCAX Comparison Chart
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FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.48B vs. KVALX (32.3M). KVALX pays higher dividends than VSCAX: KVALX (0.91) vs VSCAX (0.37). 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 : 3.82 vs. VSCAX (0.16).
| 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 | -3.130 | -3.573 | 88% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.3M | 6.48B | 0% |
| Annual Yield % from dividends | 0.91 | 0.37 | 248% |
| Returns for 1 year | 3.82 | 0.16 | 2,442% |
| Returns for 3 years | 26.34 | 29.03 | 91% |
| Returns for 5 years | N/A | 116.10 | - |
| Returns for 10 years | N/A | 10.55 | - |
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