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KSOCX vs WCMNX
KSOCX vs WCMNX Comparison
Open Charts KSOCX vs WCMNX
Kinetics Small Cap Opportunities Adv C
Price$172.85
Change-$1.55 (-0.89%)
VolumeN/A
Net Assets593.62M
WCM Small Cap Growth Investor
Price$11.76
Change-$0.36 (-2.97%)
VolumeN/A
Net Assets43.65M
KSOCX vs WCMNX Comparison Chart
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KSOCX vs. WCMNX commentary
May 22, 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: 594M vs. WCMNX (43.7M). KSOCX pays higher dividends than WCMNX: KSOCX (1.20) 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 : 67.08 vs. WCMNX (-3.19). KSOCX return over 5 years is better than : 279.80 vs. WCMNX (20.72).
| 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 | 14.759 | -4.492 | -329% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594M | 43.7M | 1,359% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 67.08 | -3.19 | -2,100% |
| Returns for 3 years | 95.05 | 18.59 | 511% |
| Returns for 5 years | 279.80 | 20.72 | 1,351% |
| Returns for 10 years | 370.20 | N/A | - |
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