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KSOAX vs VEXRX
KSOAX vs VEXRX Comparison
Open Charts KSOAX vs VEXRX
Kinetics Small Cap Opportunities Adv A
Price$177.28
Change-$4.15 (-2.29%)
VolumeN/A
Net Assets570.16M
KSOAX vs VEXRX Comparison Chart
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KSOAX vs. VEXRX commentary
May 09, 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 Buy and VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 18.9B vs. KSOAX (570M). KSOAX pays higher dividends than VEXRX: KSOAX (1.44) vs VEXRX (0.57). KSOAX was incepted earlier than VEXRX: KSOAX (23 years) vs VEXRX (24 years). KSOAX (1.97) is less costly to investors than VEXRX (0.33). VEXRX is a more actively managed with annual turnover of: 35.00 vs. KSOAX (6.00). KSOAX has a lower initial minimum investment than VEXRX: KSOAX (2500) vs VEXRX (50000). KSOAX annual gain was more profitable for investors over the last year : 73.76 vs. VEXRX (-8.83). KSOAX return over 5 years is better than : 291.27 vs. VEXRX (12.72).
| KSOAX | VEXRX | KSOAX / VEXRX | |
| Total Expense Ratio | 1.89 | 0.33 | 573% |
| Annual Report Gross Expense Ratio | 1.97 | 0.33 | 597% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 11.684 | -9.153 | -128% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 50000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 570M | 18.9B | 3% |
| Annual Yield % from dividends | 1.44 | 0.57 | 251% |
| Returns for 1 year | 73.76 | -8.83 | -836% |
| Returns for 3 years | 98.20 | 7.57 | 1,297% |
| Returns for 5 years | 291.27 | 12.72 | 2,291% |
| Returns for 10 years | 389.49 | 6.85 | 5,685% |
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