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KSOCX vs VSGAX
KSOCX vs VSGAX Comparison
Open Charts KSOCX vs VSGAX
Kinetics Small Cap Opportunities Adv C
Price$160.32
Change+$13.00 (+8.82%)
VolumeN/A
Net Assets485.47M
Vanguard Small Cap Growth Index Admiral
Price$85.41
Change+$8.10 (+10.48%)
VolumeN/A
Net Assets33.7B
KSOCX vs VSGAX Comparison Chart
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KSOCX vs. VSGAX commentary
Apr 11, 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 VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 33.7B vs. KSOCX (485M). KSOCX pays higher dividends than VSGAX: KSOCX (1.19) vs VSGAX (0.60). KSOCX was incepted earlier than VSGAX: KSOCX (18 years) vs VSGAX (14 years). KSOCX (2.46) is less costly to investors than VSGAX (0.07). VSGAX is a more actively managed with annual turnover of: 19.00 vs. KSOCX (2.00). KSOCX has a lower initial minimum investment than VSGAX: KSOCX (2500) vs VSGAX (3000). KSOCX annual gain was more profitable for investors over the last year : 45.58 vs. VSGAX (-14.20). KSOCX return over 5 years is better than : 238.92 vs. VSGAX (36.60).
| KSOCX | VSGAX | KSOCX / VSGAX | |
| Total Expense Ratio | 2.39 | 0.07 | 3,414% |
| Annual Report Gross Expense Ratio | 2.46 | 0.07 | 3,514% |
| Fund Existence | 18 years | 14 years | - |
| Gain YTD | -3.060 | -21.425 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 485M | 33.7B | 1% |
| Annual Yield % from dividends | 1.19 | 0.60 | 199% |
| Returns for 1 year | 45.58 | -14.20 | -321% |
| Returns for 3 years | 51.12 | -7.65 | -668% |
| Returns for 5 years | 238.92 | 36.60 | 653% |
| Returns for 10 years | 300.03 | 66.80 | 449% |
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