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KSCOX vs WCMNX
KSCOX vs WCMNX Comparison
Open Charts KSCOX vs WCMNX
Kinetics Small Cap Opportunities No Load
Price$185.81
Change-$4.86 (-2.55%)
VolumeN/A
Net Assets558.76M
WCM Small Cap Growth Investor
Price$11.26
Change-$0.40 (-3.43%)
VolumeN/A
Net Assets42.14M
KSCOX vs WCMNX Comparison Chart
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KSCOX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
KSCOX has more cash in the bank: 559M vs. WCMNX (42.1M). KSCOX pays higher dividends than WCMNX: KSCOX (1.49) vs WCMNX (0.00). KSCOX was incepted earlier than WCMNX: KSCOX (25 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than KSCOX (1.72). WCMNX is a more actively managed with annual turnover of: 48.00 vs. KSCOX (2.00). WCMNX has a lower initial minimum investment than KSCOX: WCMNX (1000) vs KSCOX (2500). KSCOX annual gain was more profitable for investors over the last year : 81.90 vs. WCMNX (-10.72). KSCOX return over 5 years is better than : 301.87 vs. WCMNX (39.14).
| KSCOX | WCMNX | KSCOX / WCMNX | |
| Total Expense Ratio | 1.64 | 1.24 | 132% |
| Annual Report Gross Expense Ratio | 1.72 | 2.11 | 82% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | 12.384 | -8.117 | -153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | -10.72 | -764% |
| Returns for 3 years | 90.13 | 2.46 | 3,663% |
| Returns for 5 years | 301.87 | 39.14 | 771% |
| Returns for 10 years | 418.37 | N/A | - |
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