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KSOAX vs WCMNX
KSOAX vs WCMNX Comparison
Open Charts KSOAX vs WCMNX
Kinetics Small Cap Opportunities Adv A
Price$179.20
Change+$1.65 (+0.93%)
VolumeN/A
Net Assets529.59M
WCM Small Cap Growth Investor
Price$13.60
Change+$0.21 (+1.57%)
VolumeN/A
Net Assets42.34M
KSOAX vs WCMNX Comparison Chart
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KSOAX vs. WCMNX commentary
Jan 31, 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 Buy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
KSOAX has more cash in the bank: 530M vs. WCMNX (42.3M). 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 : 86.53 vs. WCMNX (10.48). KSOAX return over 5 years is better than : 194.95 vs. WCMNX (27.04).
| 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 | 9.295 | 5.516 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 530M | 42.3M | 1,253% |
| Annual Yield % from dividends | 0.89 | 0.00 | - |
| Returns for 1 year | 86.53 | 10.48 | 826% |
| Returns for 3 years | 108.71 | 9.48 | 1,146% |
| Returns for 5 years | 194.95 | 27.04 | 721% |
| Returns for 10 years | 417.59 | N/A | - |
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