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KVALX vs VSIAX
KVALX vs VSIAX Comparison
Open Charts KVALX vs VSIAX
Kennedy Capital Small Cap Value Instl
Price$13.85
Change+$1.07 (+8.37%)
VolumeN/A
Net Assets73.17M
Vanguard Small Cap Value Index Admiral
Price$96.99
Change+$7.81 (+8.76%)
VolumeN/A
Net Assets59.85B
KVALX vs VSIAX Comparison Chart in %
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VS
VS
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.8B vs. KVALX (73.2M). VSIAX pays higher dividends than KVALX: VSIAX (1.85) vs KVALX (0.43). KVALX was incepted earlier than VSIAX: KVALX (4 years) vs VSIAX (14 years). KVALX (1.84) is less costly to investors than VSIAX (0.07). KVALX is a more actively managed with annual turnover of: 49.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than KVALX: VSIAX (3000) vs KVALX (5000). KVALX (12.46) and VSIAX (12.04) have marching annual gain over last year.
| KVALX | VSIAX | KVALX / VSIAX | |
| Total Expense Ratio | 0.89 | 0.07 | 1,271% |
| Annual Report Gross Expense Ratio | 1.84 | 0.07 | 2,629% |
| Fund Existence | 4 years | 14 years | - |
| Gain YTD | 10.978 | 6.559 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.2M | 59.8B | 0% |
| Annual Yield % from dividends | 0.43 | 1.85 | 23% |
| Returns for 1 year | 12.46 | 12.04 | 103% |
| Returns for 3 years | 28.58 | 29.92 | 96% |
| Returns for 5 years | N/A | 51.14 | - |
| Returns for 10 years | N/A | 162.42 | - |
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