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KSOAX vs VISGX
KSOAX vs VISGX Comparison
Open Charts KSOAX vs VISGX
Kinetics Small Cap Opportunities Adv A
Price$169.09
Change-$15.10 (-8.20%)
VolumeN/A
Net Assets570.1M
Vanguard Small Cap Growth Index I
Price$67.50
Change-$4.81 (-6.65%)
VolumeN/A
Net Assets36.81B
KSOAX vs VISGX Comparison Chart
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KSOAX vs. VISGX 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 VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 36.8B vs. KSOAX (570M). KSOAX pays higher dividends than VISGX: KSOAX (1.43) vs VISGX (0.46). KSOAX was incepted earlier than VISGX: KSOAX (23 years) vs VISGX (27 years). KSOAX (1.97) is less costly to investors than VISGX (0.19). VISGX is a more actively managed with annual turnover of: 19.00 vs. KSOAX (2.00). KSOAX has a lower initial minimum investment than VISGX: KSOAX (2500) vs VISGX (3000). KSOAX annual gain was more profitable for investors over the last year : 72.13 vs. VISGX (1.00). KSOAX return over 5 years is better than : 356.52 vs. VISGX (84.92).
| KSOAX | VISGX | KSOAX / VISGX | |
| Total Expense Ratio | 1.89 | 0.19 | 995% |
| Annual Report Gross Expense Ratio | 1.97 | 0.19 | 1,037% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 13.383 | -8.114 | -165% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 570M | 36.8B | 2% |
| Annual Yield % from dividends | 1.43 | 0.46 | 308% |
| Returns for 1 year | 72.13 | 1.00 | 7,180% |
| Returns for 3 years | 74.16 | 2.11 | 3,510% |
| Returns for 5 years | 356.52 | 84.92 | 420% |
| Returns for 10 years | 393.61 | 95.21 | 413% |
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