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KSOCX vs WCMLX
KSOCX vs WCMLX Comparison
Open Charts KSOCX vs WCMLX
Kinetics Small Cap Opportunities Adv C
Price$145.42
Change-$0.02 (-0.01%)
VolumeN/A
Net Assets493.03M
WCM Small Cap Growth Institutional
Price$13.06
Change+$0.19 (+1.48%)
VolumeN/A
Net Assets43.4M
KSOCX vs WCMLX Comparison Chart in %
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KSOCX vs. WCMLX commentary
Jul 25, 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: 493M vs. WCMLX (43.4M). KSOCX pays higher dividends than WCMLX: KSOCX (1.29) 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 : 18.81 vs. WCMLX (-2.28). KSOCX return over 5 years is better than : 216.12 vs. WCMLX (22.22).
| 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 | -4.297 | 0.078 | -5,526% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 493M | 43.4M | 1,136% |
| Annual Yield % from dividends | 1.29 | 0.00 | - |
| Returns for 1 year | 18.81 | -2.28 | -826% |
| Returns for 3 years | 47.23 | 18.51 | 255% |
| Returns for 5 years | 216.12 | 22.22 | 973% |
| Returns for 10 years | 323.21 | N/A | - |