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KSOCX vs WCMLX
KSOCX vs WCMLX Comparison
Open Charts KSOCX vs WCMLX
Kinetics Small Cap Opportunities Adv C
Price$172.85
Change-$1.55 (-0.89%)
VolumeN/A
Net Assets593.62M
WCM Small Cap Growth Institutional
Price$11.92
Change-$0.37 (-3.01%)
VolumeN/A
Net Assets43.65M
KSOCX vs WCMLX Comparison Chart
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KSOCX vs. WCMLX 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 WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
KSOCX has more cash in the bank: 594M vs. WCMLX (43.7M). KSOCX pays higher dividends than WCMLX: KSOCX (1.20) 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 : 67.08 vs. WCMLX (-2.92). KSOCX return over 5 years is better than : 279.80 vs. WCMLX (22.29).
| 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 | 14.759 | -4.432 | -333% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594M | 43.7M | 1,359% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 67.08 | -2.92 | -2,295% |
| Returns for 3 years | 95.05 | 19.44 | 489% |
| Returns for 5 years | 279.80 | 22.29 | 1,255% |
| Returns for 10 years | 370.20 | N/A | - |
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