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KSOCX vs WCMLX
KSOCX vs WCMLX Comparison
Open Charts KSOCX vs WCMLX
Kinetics Small Cap Opportunities Adv C
Price$167.57
Change+$1.54 (+0.93%)
VolumeN/A
Net Assets529.59M
WCM Small Cap Growth Institutional
Price$13.78
Change+$0.21 (+1.55%)
VolumeN/A
Net Assets42.34M
KSOCX vs WCMLX Comparison Chart
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KSOCX vs. WCMLX commentary
Jan 31, 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: 530M vs. WCMLX (42.3M). 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 : 85.36 vs. WCMLX (10.78). KSOCX return over 5 years is better than : 186.36 vs. WCMLX (28.63).
| 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 | 9.252 | 5.521 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 530M | 42.3M | 1,253% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | 85.36 | 10.78 | 792% |
| Returns for 3 years | 104.65 | 10.33 | 1,014% |
| Returns for 5 years | 186.36 | 28.63 | 651% |
| Returns for 10 years | 390.08 | N/A | - |
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