Ad is loading...
KSOAX vs WCMLX
KSOAX vs WCMLX Comparison
Open Charts KSOAX vs WCMLX
Kinetics Small Cap Opportunities Adv A
Price$167.91
Change-$9.45 (-5.33%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$12.88
Change-$0.51 (-3.81%)
VolumeN/A
CapitalizationN/A
KSOAX vs WCMLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
KSOAX vs. WCMLX commentary
Dec 19, 2024
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: 488M 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 : 67.50 vs. WCMLX (5.06). KSOAX return over 5 years is better than : 196.01 vs. WCMLX (23.14).
| 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 | 77.307 | 4.461 | 1,733% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 488M | 41.8M | 1,167% |
| Annual Yield % from dividends | 0.89 | 0.00 | - |
| Returns for 1 year | 67.50 | 5.06 | 1,335% |
| Returns for 3 years | 96.12 | -3.52 | -2,730% |
| Returns for 5 years | 196.01 | 23.14 | 847% |
| Returns for 10 years | 402.48 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PAADX | 17.94 | -0.07 | -0.39% |
| Putnam Dynamic Asset Allocation Bal R5 | |||
| PEQUX | 15.51 | -0.08 | -0.51% |
| Putnam Focused International Equity A | |||
| JMGFX | 53.74 | -0.49 | -0.90% |
| JPMorgan Mid Cap Growth R5 | |||
| UDPIX | 84.65 | -1.07 | -1.25% |
| ProFunds Ultra Dow 30 Inv | |||
| LMGEX | 17.20 | -0.81 | -4.48% |
| Franklin International Equity C | |||