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KVALX vs VSIAX
KVALX vs VSIAX Comparison
Open Charts KVALX vs VSIAX
Kennedy Capital Small Cap Value Instl
Price$13.14
Change+$0.21 (+1.62%)
VolumeN/A
Net Assets68.14M
Vanguard Small Cap Value Index Admiral
Price$91.20
Change+$0.97 (+1.08%)
VolumeN/A
Net Assets58.35B
KVALX vs VSIAX Comparison Chart in %
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VS
VS
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. KVALX (68.1M). VSIAX pays higher dividends than KVALX: VSIAX (1.97) vs KVALX (0.82). 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). VSIAX annual gain was more profitable for investors over the last year : -0.40 vs. KVALX (-4.90).
| 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 | 8.237 | 7.497 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.1M | 58.3B | 0% |
| Annual Yield % from dividends | 0.82 | 1.97 | 41% |
| Returns for 1 year | -4.90 | -0.40 | 1,234% |
| Returns for 3 years | 25.44 | 27.39 | 93% |
| Returns for 5 years | N/A | 54.28 | - |
| Returns for 10 years | N/A | 114.74 | - |
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