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KSOCX vs WCMNX
KSOCX vs WCMNX Comparison
Open Charts KSOCX vs WCMNX
Kinetics Small Cap Opportunities Adv C
Price$160.32
Change+$13.00 (+8.82%)
VolumeN/A
Net Assets485.47M
WCM Small Cap Growth Investor
Price$10.93
Change+$1.05 (+10.63%)
VolumeN/A
Net Assets36.21M
KSOCX vs WCMNX Comparison Chart
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KSOCX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
KSOCX has more cash in the bank: 485M vs. WCMNX (36.2M). KSOCX pays higher dividends than WCMNX: KSOCX (1.19) vs WCMNX (0.00). KSOCX was incepted earlier than WCMNX: KSOCX (18 years) vs WCMNX (5 years). KSOCX (2.46) is less costly to investors than WCMNX (2.11). WCMNX is a more actively managed with annual turnover of: 48.00 vs. KSOCX (2.00). WCMNX has a lower initial minimum investment than KSOCX: WCMNX (1000) vs KSOCX (2500). KSOCX annual gain was more profitable for investors over the last year : 45.58 vs. WCMNX (-23.23). KSOCX return over 5 years is better than : 238.92 vs. WCMNX (15.96).
| KSOCX | WCMNX | KSOCX / WCMNX | |
| Total Expense Ratio | 2.39 | 1.24 | 193% |
| Annual Report Gross Expense Ratio | 2.46 | 2.11 | 117% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | -3.060 | -22.143 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | -23.23 | -196% |
| Returns for 3 years | 51.12 | -15.70 | -326% |
| Returns for 5 years | 238.92 | 15.96 | 1,497% |
| Returns for 10 years | 300.03 | N/A | - |
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