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KSOCX vs WCMNX
KSOCX vs WCMNX Comparison
Open Charts KSOCX vs WCMNX
Kinetics Small Cap Opportunities Adv C
Price$145.42
Change-$0.02 (-0.01%)
VolumeN/A
Net Assets493.03M
WCM Small Cap Growth Investor
Price$12.87
Change+$0.18 (+1.42%)
VolumeN/A
Net Assets43.4M
KSOCX vs WCMNX Comparison Chart in %
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KSOCX vs. WCMNX commentary
Jul 25, 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
KSOCX has more cash in the bank: 493M vs. WCMNX (43.4M). KSOCX pays higher dividends than WCMNX: KSOCX (1.29) vs WCMNX (0.00). KSOCX was incepted earlier than WCMNX: KSOCX (18 years) vs WCMNX (6 years). KSOCX (2.44) is less costly to investors than WCMNX (2.04). WCMNX is a more actively managed with annual turnover of: 83.00 vs. KSOCX (6.00). 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 : 18.81 vs. WCMNX (-2.53). KSOCX return over 5 years is better than : 216.12 vs. WCMNX (20.74).
| KSOCX | WCMNX | KSOCX / WCMNX | |
| Total Expense Ratio | 2.39 | 1.24 | 193% |
| Annual Report Gross Expense Ratio | 2.44 | 2.04 | 120% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | -4.297 | 0.000 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 493M | 43.4M | 1,136% |
| Annual Yield % from dividends | 1.29 | 0.00 | - |
| Returns for 1 year | 18.81 | -2.53 | -742% |
| Returns for 3 years | 47.23 | 17.61 | 268% |
| Returns for 5 years | 216.12 | 20.74 | 1,042% |
| Returns for 10 years | 323.21 | N/A | - |
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