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KSCOX vs WCMLX
KSCOX vs WCMLX Comparison
Open Charts KSCOX vs WCMLX
Kinetics Small Cap Opportunities No Load
Price$185.81
Change-$4.86 (-2.55%)
VolumeN/A
Net Assets558.76M
WCM Small Cap Growth Institutional
Price$11.41
Change-$0.41 (-3.47%)
VolumeN/A
Net Assets42.14M
KSCOX vs WCMLX Comparison Chart
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KSCOX vs. WCMLX commentary
Mar 11, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is KSCOX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
KSCOX has more cash in the bank: 559M vs. WCMLX (42.1M). KSCOX pays higher dividends than WCMLX: KSCOX (1.49) vs WCMLX (0.00). KSCOX was incepted earlier than WCMLX: KSCOX (25 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than KSCOX (1.72). WCMLX is a more actively managed with annual turnover of: 48.00 vs. KSCOX (2.00). KSCOX has a lower initial minimum investment than WCMLX: KSCOX (2500) vs WCMLX (100000). KSCOX annual gain was more profitable for investors over the last year : 81.90 vs. WCMLX (-10.45). KSCOX return over 5 years is better than : 301.87 vs. WCMLX (40.88).
| KSCOX | WCMLX | KSCOX / WCMLX | |
| Total Expense Ratio | 1.64 | 0.99 | 166% |
| Annual Report Gross Expense Ratio | 1.72 | 1.86 | 92% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | 12.384 | -8.087 | -153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 559M | 42.1M | 1,328% |
| Annual Yield % from dividends | 1.49 | 0.00 | - |
| Returns for 1 year | 81.90 | -10.45 | -783% |
| Returns for 3 years | 90.13 | 3.32 | 2,713% |
| Returns for 5 years | 301.87 | 40.88 | 738% |
| Returns for 10 years | 418.37 | N/A | - |
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