Interact to see
Advertisement
Advertisement
KVALX vs VSCAX
KVALX vs VSCAX Comparison
Open Charts KVALX vs VSCAX
Kennedy Capital Small Cap Value Instl
Price$12.47
Change+$0.06 (+0.48%)
VolumeN/A
Net Assets34.78M
Invesco Small Cap Value A
Price$24.45
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets7.03B
KVALX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.03B vs. KVALX (34.8M). 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). 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 : 5.38 vs. KVALX (1.14).
| 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 | 2.718 | 3.998 | 68% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.8M | 7.03B | 0% |
| Annual Yield % from dividends | 0.87 | 0.35 | 253% |
| Returns for 1 year | 1.14 | 5.38 | 21% |
| Returns for 3 years | 29.60 | 42.53 | 70% |
| Returns for 5 years | N/A | 124.82 | - |
| Returns for 10 years | N/A | 27.85 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HULEX | 34.57 | 0.13 | +0.38% |
| Huber Select Large Cap Value Instl | |||
| CMTFX | 103.55 | 0.24 | +0.23% |
| Columbia Global Technology Growth Inst | |||
| TQGEX | 20.27 | 0.04 | +0.20% |
| T. Rowe Price Integrated Global Eq | |||
| BGDVX | 14.87 | 0.01 | +0.07% |
| BlackRock GA Disciplined Volatility Eq K | |||
| AEPFX | 61.40 | -0.32 | -0.52% |
| American Funds EUPAC F2 | |||