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KSOCX vs VSGAX
KSOCX vs VSGAX Comparison
Open Charts KSOCX vs VSGAX
Kinetics Small Cap Opportunities Adv C
Price$172.85
Change-$1.55 (-0.89%)
VolumeN/A
Net Assets593.62M
Vanguard Small Cap Growth Index Admiral
Price$92.27
Change-$2.59 (-2.73%)
VolumeN/A
Net Assets32.98B
KSOCX vs VSGAX Comparison Chart
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KSOCX vs. VSGAX commentary
May 22, 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 Buy and VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 33B vs. KSOCX (594M). KSOCX pays higher dividends than VSGAX: KSOCX (1.20) vs VSGAX (0.60). 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 : 67.08 vs. VSGAX (5.82). KSOCX return over 5 years is better than : 279.80 vs. VSGAX (44.27).
| 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 | 14.759 | -3.588 | -411% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594M | 33B | 2% |
| Annual Yield % from dividends | 1.20 | 0.60 | 198% |
| Returns for 1 year | 67.08 | 5.82 | 1,152% |
| Returns for 3 years | 95.05 | 31.69 | 300% |
| Returns for 5 years | 279.80 | 44.27 | 632% |
| Returns for 10 years | 370.20 | 104.58 | 354% |
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