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KSOCX vs WCMLX
KSOCX vs WCMLX Comparison
Open Charts KSOCX vs WCMLX
Kinetics Small Cap Opportunities Adv C
Price$156.90
Change-$8.84 (-5.33%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$12.88
Change-$0.51 (-3.81%)
VolumeN/A
CapitalizationN/A
KSOCX vs WCMLX Comparison Chart
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KSOCX vs. WCMLX commentary
Dec 19, 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 Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
KSOCX has more cash in the bank: 488M vs. WCMLX (41.8M). KSOCX pays higher dividends than WCMLX: KSOCX (0.44) vs WCMLX (0.00). KSOCX was incepted earlier than WCMLX: KSOCX (18 years) vs WCMLX (5 years). WCMLX is a more actively managed with annual turnover of: 48.00 vs. KSOCX (2.00). 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 : 66.11 vs. WCMLX (11.03). KSOCX return over 5 years is better than : 187.74 vs. WCMLX (28.75).
| KSOCX | WCMLX | KSOCX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 76.451 | 8.597 | 889% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 488M | 41.8M | 1,167% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | 66.11 | 11.03 | 599% |
| Returns for 3 years | 92.56 | 0.30 | 30,891% |
| Returns for 5 years | 187.74 | 28.75 | 653% |
| Returns for 10 years | 376.36 | N/A | - |
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