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KSOCX vs VSGIX
KSOCX vs VSGIX Comparison
Open Charts KSOCX vs VSGIX
Kinetics Small Cap Opportunities Adv C
Price$154.02
Change+$1.99 (+1.31%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$76.82
Change-$0.27 (-0.35%)
VolumeN/A
CapitalizationN/A
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KSOCX vs VSGIX Comparison Chart
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KSOCX vs. VSGIX commentary
Oct 18, 2024
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 StrongBuy and VSGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 36B vs. KSOCX (429M). VSGIX pays higher dividends than KSOCX: VSGIX (0.67) vs KSOCX (0.44). KSOCX was incepted earlier than VSGIX: KSOCX (18 years) vs VSGIX (24 years). VSGIX is a more actively managed with annual turnover of: 19.00 vs. KSOCX (2.00). KSOCX has a lower initial minimum investment than VSGIX: KSOCX (2500) vs VSGIX (5000000). KSOCX annual gain was more profitable for investors over the last year : 43.33 vs. VSGIX (27.94). KSOCX return over 5 years is better than : 187.17 vs. VSGIX (50.65).
| KSOCX | VSGIX | KSOCX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 61.855 | 13.522 | 457% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 429M | 36B | 1% |
| Annual Yield % from dividends | 0.44 | 0.67 | 66% |
| Returns for 1 year | 43.33 | 27.94 | 155% |
| Returns for 3 years | 73.54 | -4.45 | -1,652% |
| Returns for 5 years | 187.17 | 50.65 | 369% |
| Returns for 10 years | 328.91 | 144.55 | 228% |
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