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KSOCX vs WCMLX
KSOCX vs WCMLX Comparison
Open Charts KSOCX vs WCMLX
Kinetics Small Cap Opportunities Adv C
Price$152.40
Change-$1.36 (-0.88%)
VolumeN/A
Net Assets518.03M
WCM Small Cap Growth Institutional
Price$12.45
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets42.18M
KSOCX vs WCMLX Comparison Chart in %
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KSOCX vs. WCMLX 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 WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
KSOCX has more cash in the bank: 518M vs. WCMLX (42.2M). KSOCX pays higher dividends than WCMLX: KSOCX (1.27) vs WCMLX (0.00). KSOCX was incepted earlier than WCMLX: KSOCX (18 years) vs WCMLX (6 years). KSOCX (2.44) is less costly to investors than WCMLX (1.79). WCMLX is a more actively managed with annual turnover of: 83.00 vs. KSOCX (6.00). KSOCX has a lower initial minimum investment than WCMLX: KSOCX (2500) vs WCMLX (100000). KSOCX annual gain was more profitable for investors over the last year : 35.08 vs. WCMLX (0.24). KSOCX return over 5 years is better than : 235.31 vs. WCMLX (24.38).
| KSOCX | WCMLX | KSOCX / WCMLX | |
| Total Expense Ratio | 2.39 | 0.99 | 241% |
| Annual Report Gross Expense Ratio | 2.44 | 1.79 | 136% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 0.283 | -3.188 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 518M | 42.2M | 1,227% |
| Annual Yield % from dividends | 1.27 | 0.00 | - |
| Returns for 1 year | 35.08 | 0.24 | 14,521% |
| Returns for 3 years | 60.04 | 22.90 | 262% |
| Returns for 5 years | 235.31 | 24.38 | 965% |
| Returns for 10 years | 321.08 | N/A | - |
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