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KSOAX vs WCMNX
KSOAX vs WCMNX Comparison
Open Charts KSOAX vs WCMNX
Kinetics Small Cap Opportunities Adv A
Price$167.91
Change-$9.45 (-5.33%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$12.72
Change-$0.50 (-3.78%)
VolumeN/A
CapitalizationN/A
KSOAX vs WCMNX Comparison Chart
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KSOAX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
KSOAX has more cash in the bank: 488M vs. WCMNX (41.8M). KSOAX pays higher dividends than WCMNX: KSOAX (0.89) vs WCMNX (0.00). KSOAX was incepted earlier than WCMNX: KSOAX (23 years) vs WCMNX (5 years). WCMNX is a more actively managed with annual turnover of: 48.00 vs. KSOAX (2.00). WCMNX has a lower initial minimum investment than KSOAX: WCMNX (1000) vs KSOAX (2500). KSOAX annual gain was more profitable for investors over the last year : 67.50 vs. WCMNX (4.86). KSOAX return over 5 years is better than : 196.01 vs. WCMNX (21.61).
| KSOAX | WCMNX | KSOAX / WCMNX | |
| 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 | 4.262 | 1,814% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | 4.86 | 1,388% |
| Returns for 3 years | 96.12 | -4.22 | -2,279% |
| Returns for 5 years | 196.01 | 21.61 | 907% |
| Returns for 10 years | 402.48 | N/A | - |
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