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KSOAX vs WCMLX
KSOAX vs WCMLX Comparison
Open Charts KSOAX vs WCMLX
Kinetics Small Cap Opportunities Adv A
Price$189.81
Change+$1.89 (+1.01%)
VolumeN/A
Net Assets559.4M
WCM Small Cap Growth Institutional
Price$13.46
Change+$0.08 (+0.60%)
VolumeN/A
Net Assets41.83M
KSOAX vs WCMLX Comparison Chart
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KSOAX vs. WCMLX commentary
Jan 19, 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 WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
KSOAX has more cash in the bank: 559M vs. WCMLX (41.8M). KSOAX pays higher dividends than WCMLX: KSOAX (0.89) vs WCMLX (0.00). KSOAX was incepted earlier than WCMLX: KSOAX (23 years) vs WCMLX (5 years). WCMLX is a more actively managed with annual turnover of: 48.00 vs. KSOAX (2.00). KSOAX has a lower initial minimum investment than WCMLX: KSOAX (2500) vs WCMLX (100000). KSOAX annual gain was more profitable for investors over the last year : 99.17 vs. WCMLX (11.89). KSOAX return over 5 years is better than : 203.67 vs. WCMLX (23.03).
| KSOAX | WCMLX | KSOAX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 16.842 | 4.666 | 361% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 559M | 41.8M | 1,337% |
| Annual Yield % from dividends | 0.89 | 0.00 | - |
| Returns for 1 year | 99.17 | 11.89 | 834% |
| Returns for 3 years | 121.57 | 7.77 | 1,565% |
| Returns for 5 years | 203.67 | 23.03 | 884% |
| Returns for 10 years | 463.92 | N/A | - |
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