Ad is loading...
Ad is loading...
KSOCX vs WCMLX
KSOCX vs WCMLX Comparison
Open Charts KSOCX vs WCMLX
Kinetics Small Cap Opportunities Adv C
Price$178.93
Change+$0.10 (+0.06%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$13.33
Change-$0.35 (-2.56%)
VolumeN/A
CapitalizationN/A
KSOCX vs WCMLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
KSOCX vs. WCMLX commentary
Nov 18, 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 StrongSell and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
KSOCX has more cash in the bank: 523M vs. WCMLX (40.7M). 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 : 82.87 vs. WCMLX (20.96). KSOCX return over 5 years is better than : 224.93 vs. WCMLX (30.30).
| 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 | 90.493 | 8.110 | 1,116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 523M | 40.7M | 1,285% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | 82.87 | 20.96 | 395% |
| Returns for 3 years | 92.28 | -17.51 | -527% |
| Returns for 5 years | 224.93 | 30.30 | 742% |
| Returns for 10 years | 382.19 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers