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KSOAX vs VSGIX
KSOAX vs VSGIX Comparison
Open Charts KSOAX vs VSGIX
Kinetics Small Cap Opportunities Adv A
Price$154.63
Change-$1.63 (-1.04%)
VolumeN/A
Net Assets485.53M
Vanguard Small Cap Growth Index I
Price$84.53
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets38.63B
KSOAX vs VSGIX Comparison Chart in %
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KSOAX vs. VSGIX commentary
Sep 18, 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 VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 38.6B vs. KSOAX (486M). KSOAX pays higher dividends than VSGIX: KSOAX (1.62) vs VSGIX (0.52). KSOAX was incepted earlier than VSGIX: KSOAX (24 years) vs VSGIX (25 years). KSOAX (1.94) is less costly to investors than VSGIX (0.06). VSGIX is a more actively managed with annual turnover of: 21.00 vs. KSOAX (6.00). KSOAX has a lower initial minimum investment than VSGIX: KSOAX (2500) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 14.56 vs. KSOAX (11.19). KSOAX return over 5 years is better than : 241.67 vs. VSGIX (42.82).
| KSOAX | VSGIX | KSOAX / VSGIX | |
| Total Expense Ratio | 1.89 | 0.06 | 3,150% |
| Annual Report Gross Expense Ratio | 1.94 | 0.06 | 3,233% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | -3.810 | 7.347 | -52% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 486M | 38.6B | 1% |
| Annual Yield % from dividends | 1.62 | 0.52 | 310% |
| Returns for 1 year | 11.19 | 14.56 | 77% |
| Returns for 3 years | 50.23 | 42.92 | 117% |
| Returns for 5 years | 241.67 | 42.82 | 564% |
| Returns for 10 years | 389.43 | 143.82 | 271% |
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