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KSOCX vs WCMLX
KSOCX vs WCMLX Comparison
Open Charts KSOCX vs WCMLX
Kinetics Small Cap Opportunities Adv C
Price$160.32
Change+$13.00 (+8.82%)
VolumeN/A
Net Assets485.47M
WCM Small Cap Growth Institutional
Price$11.08
Change+$1.06 (+10.58%)
VolumeN/A
Net Assets36.21M
KSOCX vs WCMLX Comparison Chart
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KSOCX vs. WCMLX commentary
Apr 11, 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 Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
KSOCX has more cash in the bank: 485M vs. WCMLX (36.2M). KSOCX pays higher dividends than WCMLX: KSOCX (1.19) vs WCMLX (0.00). KSOCX was incepted earlier than WCMLX: KSOCX (18 years) vs WCMLX (5 years). KSOCX (2.46) is less costly to investors than WCMLX (1.86). 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 : 45.58 vs. WCMLX (-23.04). KSOCX return over 5 years is better than : 238.92 vs. WCMLX (17.47).
| KSOCX | WCMLX | KSOCX / WCMLX | |
| Total Expense Ratio | 2.39 | 0.99 | 241% |
| Annual Report Gross Expense Ratio | 2.46 | 1.86 | 132% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | -3.060 | -22.084 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 485M | 36.2M | 1,340% |
| Annual Yield % from dividends | 1.19 | 0.00 | - |
| Returns for 1 year | 45.58 | -23.04 | -198% |
| Returns for 3 years | 51.12 | -15.01 | -341% |
| Returns for 5 years | 238.92 | 17.47 | 1,368% |
| Returns for 10 years | 300.03 | N/A | - |
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