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KSOCX vs VEXPX
KSOCX vs VEXPX Comparison
Open Charts KSOCX vs VEXPX
Kinetics Small Cap Opportunities Adv C
Price$152.40
Change-$1.36 (-0.88%)
VolumeN/A
Net Assets518.03M
KSOCX vs VEXPX Comparison Chart in %
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KSOCX vs. VEXPX commentary
Jun 29, 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 KSOCX is a Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. KSOCX (518M). KSOCX pays higher dividends than VEXPX: KSOCX (1.27) vs VEXPX (0.42). KSOCX was incepted earlier than VEXPX: KSOCX (18 years) vs VEXPX (58 years). KSOCX (2.44) is less costly to investors than VEXPX (0.44). VEXPX is a more actively managed with annual turnover of: 35.00 vs. KSOCX (6.00). 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 : 35.08 vs. VEXPX (-0.70). KSOCX return over 5 years is better than : 235.31 vs. VEXPX (15.51).
| KSOCX | VEXPX | KSOCX / VEXPX | |
| Total Expense Ratio | 2.39 | 0.44 | 543% |
| Annual Report Gross Expense Ratio | 2.44 | 0.44 | 555% |
| Fund Existence | 18 years | 58 years | - |
| Gain YTD | 0.283 | -1.427 | -20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 518M | 19.4B | 3% |
| Annual Yield % from dividends | 1.27 | 0.42 | 301% |
| Returns for 1 year | 35.08 | -0.70 | -5,014% |
| Returns for 3 years | 60.04 | 18.41 | 326% |
| Returns for 5 years | 235.31 | 15.51 | 1,517% |
| Returns for 10 years | 321.08 | 15.02 | 2,137% |
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