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KSOAX vs WCMLX
KSOAX vs WCMLX Comparison
Open Charts KSOAX vs WCMLX
Kinetics Small Cap Opportunities Adv A
Price$181.34
Change-$8.35 (-4.40%)
VolumeN/A
Net Assets577.31M
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets41.51M
KSOAX vs WCMLX Comparison Chart
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KSOAX vs. WCMLX commentary
Feb 23, 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: 577M vs. WCMLX (41.5M). 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 : 92.39 vs. WCMLX (1.79). KSOAX return over 5 years is better than : 201.01 vs. WCMLX (19.02).
| 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 | 15.642 | 1.711 | 914% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 577M | 41.5M | 1,390% |
| Annual Yield % from dividends | 0.89 | 0.00 | - |
| Returns for 1 year | 92.39 | 1.79 | 5,162% |
| Returns for 3 years | 128.12 | 10.66 | 1,202% |
| Returns for 5 years | 201.01 | 19.02 | 1,057% |
| Returns for 10 years | 411.22 | N/A | - |
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