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KSOCX vs VSGAX
KSOCX vs VSGAX Comparison
Open Charts KSOCX vs VSGAX
Kinetics Small Cap Opportunities Adv C
Price$152.40
Change-$1.36 (-0.88%)
VolumeN/A
Net Assets518.03M
Vanguard Small Cap Growth Index Admiral
Price$97.14
Change+$0.15 (+0.15%)
VolumeN/A
Net Assets34.95B
KSOCX vs VSGAX Comparison Chart in %
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KSOCX vs. VSGAX 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 VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35B vs. KSOCX (518M). KSOCX pays higher dividends than VSGAX: KSOCX (1.27) vs VSGAX (0.57). KSOCX was incepted earlier than VSGAX: KSOCX (18 years) vs VSGAX (14 years). KSOCX (2.44) is less costly to investors than VSGAX (0.07). VSGAX is a more actively managed with annual turnover of: 21.00 vs. KSOCX (6.00). 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 : 35.08 vs. VSGAX (10.74). KSOCX return over 5 years is better than : 235.31 vs. VSGAX (43.30).
| KSOCX | VSGAX | KSOCX / VSGAX | |
| Total Expense Ratio | 2.39 | 0.07 | 3,414% |
| Annual Report Gross Expense Ratio | 2.44 | 0.07 | 3,486% |
| Fund Existence | 18 years | 14 years | - |
| Gain YTD | 0.283 | -1.271 | -22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 518M | 35B | 1% |
| Annual Yield % from dividends | 1.27 | 0.57 | 224% |
| Returns for 1 year | 35.08 | 10.74 | 327% |
| Returns for 3 years | 60.04 | 37.89 | 158% |
| Returns for 5 years | 235.31 | 43.30 | 543% |
| Returns for 10 years | 321.08 | 111.36 | 288% |
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