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KSOCX vs VSGAX
KSOCX vs VSGAX Comparison
Open Charts KSOCX vs VSGAX
Kinetics Small Cap Opportunities Adv C
Price$169.53
Change-$7.81 (-4.40%)
VolumeN/A
Net Assets553.28M
Vanguard Small Cap Growth Index Admiral
Price$98.11
Change-$3.17 (-3.13%)
VolumeN/A
Net Assets39.59B
KSOCX vs VSGAX Comparison Chart
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KSOCX vs. VSGAX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 39.6B vs. KSOCX (553M). VSGAX pays higher dividends than KSOCX: VSGAX (0.66) vs KSOCX (0.44). KSOCX was incepted earlier than VSGAX: KSOCX (18 years) vs VSGAX (13 years). 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 : 82.08 vs. VSGAX (12.95). KSOCX return over 5 years is better than : 182.08 vs. VSGAX (35.62).
| KSOCX | VSGAX | KSOCX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 13 years | - |
| Gain YTD | 11.555 | -0.325 | -3,554% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 553M | 39.6B | 1% |
| Annual Yield % from dividends | 0.44 | 0.66 | 67% |
| Returns for 1 year | 82.08 | 12.95 | 634% |
| Returns for 3 years | 117.72 | 19.38 | 608% |
| Returns for 5 years | 182.08 | 35.62 | 511% |
| Returns for 10 years | 365.40 | 116.34 | 314% |
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