Ad is loading...
KSOAX vs VEXPX
KSOAX vs VEXPX Comparison
Open Charts KSOAX vs VEXPX
Kinetics Small Cap Opportunities Adv A
Price$169.09
Change-$15.10 (-8.20%)
VolumeN/A
Net Assets570.1M
KSOAX vs VEXPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
KSOAX vs. VEXPX commentary
Apr 05, 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 KSOAX is a Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 21.4B vs. KSOAX (570M). KSOAX pays higher dividends than VEXPX: KSOAX (1.43) vs VEXPX (0.44). KSOAX was incepted earlier than VEXPX: KSOAX (23 years) vs VEXPX (57 years). KSOAX (1.97) is less costly to investors than VEXPX (0.45). VEXPX is a more actively managed with annual turnover of: 35.00 vs. KSOAX (2.00). KSOAX has a lower initial minimum investment than VEXPX: KSOAX (2500) vs VEXPX (3000). KSOAX annual gain was more profitable for investors over the last year : 72.13 vs. VEXPX (-8.23). KSOAX return over 5 years is better than : 356.52 vs. VEXPX (51.18).
| KSOAX | VEXPX | KSOAX / VEXPX | |
| Total Expense Ratio | 1.89 | 0.45 | 420% |
| Annual Report Gross Expense Ratio | 1.97 | 0.45 | 438% |
| Fund Existence | 23 years | 57 years | - |
| Gain YTD | 13.383 | -7.081 | -189% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 570M | 21.4B | 3% |
| Annual Yield % from dividends | 1.43 | 0.44 | 327% |
| Returns for 1 year | 72.13 | -8.23 | -876% |
| Returns for 3 years | 74.16 | -8.56 | -866% |
| Returns for 5 years | 356.52 | 51.18 | 697% |
| Returns for 10 years | 393.61 | 8.03 | 4,900% |
View a ticker or compare two or three
VS
VS
Ad is loading...