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KSOAX vs WCMLX
KSOAX vs WCMLX Comparison
Open Charts KSOAX vs WCMLX
Kinetics Small Cap Opportunities Adv A
Price$149.47
Change+$1.84 (+1.25%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$13.25
Change-$0.10 (-0.75%)
VolumeN/A
CapitalizationN/A
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KSOAX vs WCMLX Comparison Chart
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KSOAX vs. WCMLX commentary
Sep 21, 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
KSOAX has more cash in the bank: 381M 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 : 30.08 vs. WCMLX (14.27).
| 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 | 43.337 | 5.839 | 742% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 381M | 41.5M | 918% |
| Annual Yield % from dividends | 0.89 | 0.00 | - |
| Returns for 1 year | 30.08 | 14.27 | 211% |
| Returns for 3 years | 56.48 | -16.40 | -344% |
| Returns for 5 years | 153.17 | N/A | - |
| Returns for 10 years | 261.84 | N/A | - |
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