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KSOCX vs VEXPX
KSOCX vs VEXPX Comparison
Open Charts KSOCX vs VEXPX
Kinetics Small Cap Opportunities Adv C
Price$154.02
Change+$1.99 (+1.31%)
VolumeN/A
CapitalizationN/A
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KSOCX vs VEXPX Comparison Chart
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KSOCX vs. VEXPX commentary
Oct 18, 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 KSOCX is a StrongBuy and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 22.5B vs. KSOCX (429M). VEXPX pays higher dividends than KSOCX: VEXPX (0.48) vs KSOCX (0.44). KSOCX was incepted earlier than VEXPX: KSOCX (18 years) vs VEXPX (57 years). VEXPX is a more actively managed with annual turnover of: 40.00 vs. KSOCX (2.00). KSOCX has a lower initial minimum investment than VEXPX: KSOCX (2500) vs VEXPX (3000). KSOCX annual gain was more profitable for investors over the last year : 43.33 vs. VEXPX (26.93). KSOCX return over 5 years is better than : 187.17 vs. VEXPX (24.33).
| KSOCX | VEXPX | KSOCX / VEXPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 57 years | - |
| Gain YTD | 61.855 | 12.697 | 487% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 429M | 22.5B | 2% |
| Annual Yield % from dividends | 0.44 | 0.48 | 90% |
| Returns for 1 year | 43.33 | 26.93 | 161% |
| Returns for 3 years | 73.54 | -15.59 | -472% |
| Returns for 5 years | 187.17 | 24.33 | 769% |
| Returns for 10 years | 328.91 | 29.31 | 1,122% |
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