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KSOCX vs WCMNX
KSOCX vs WCMNX Comparison
Open Charts KSOCX vs WCMNX
Kinetics Small Cap Opportunities Adv C
Price$156.90
Change-$8.84 (-5.33%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$12.72
Change-$0.50 (-3.78%)
VolumeN/A
CapitalizationN/A
KSOCX vs WCMNX Comparison Chart
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KSOCX vs. WCMNX commentary
Dec 19, 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 Hold and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
KSOCX has more cash in the bank: 488M vs. WCMNX (41.8M). KSOCX pays higher dividends than WCMNX: KSOCX (0.44) vs WCMNX (0.00). KSOCX was incepted earlier than WCMNX: KSOCX (18 years) vs WCMNX (5 years). 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 : 66.11 vs. WCMNX (10.72). KSOCX return over 5 years is better than : 187.74 vs. WCMNX (27.12).
| KSOCX | WCMNX | KSOCX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 76.451 | 8.361 | 914% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 488M | 41.8M | 1,167% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | 66.11 | 10.72 | 617% |
| Returns for 3 years | 92.56 | -0.45 | -20,486% |
| Returns for 5 years | 187.74 | 27.12 | 692% |
| Returns for 10 years | 376.36 | N/A | - |
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