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KSOAX vs VSGIX
KSOAX vs VSGIX Comparison
Open Charts KSOAX vs VSGIX
Kinetics Small Cap Opportunities Adv A
Price$167.42
Change+$0.93 (+0.56%)
VolumeN/A
Net Assets533.07M
Vanguard Small Cap Growth Index I
Price$75.25
Change-$1.25 (-1.63%)
VolumeN/A
Net Assets34.95B
KSOAX vs VSGIX Comparison Chart
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KSOAX vs. VSGIX commentary
Jun 15, 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 KSOAX is a Hold and VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. KSOAX (533M). KSOAX pays higher dividends than VSGIX: KSOAX (1.53) vs VSGIX (0.58). KSOAX was incepted earlier than VSGIX: KSOAX (23 years) vs VSGIX (25 years). KSOAX (1.94) is less costly to investors than VSGIX (0.06). VSGIX is a more actively managed with annual turnover of: 21.00 vs. KSOAX (6.00). KSOAX has a lower initial minimum investment than VSGIX: KSOAX (2500) vs VSGIX (5000000). KSOAX annual gain was more profitable for investors over the last year : 36.64 vs. VSGIX (7.16). KSOAX return over 5 years is better than : 230.28 vs. VSGIX (40.60).
| KSOAX | VSGIX | KSOAX / VSGIX | |
| Total Expense Ratio | 1.89 | 0.06 | 3,150% |
| Annual Report Gross Expense Ratio | 1.94 | 0.06 | 3,233% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 3.059 | -4.502 | -68% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 533M | 35B | 2% |
| Annual Yield % from dividends | 1.53 | 0.58 | 264% |
| Returns for 1 year | 36.64 | 7.16 | 511% |
| Returns for 3 years | 65.66 | 38.64 | 170% |
| Returns for 5 years | 230.28 | 40.60 | 567% |
| Returns for 10 years | 347.97 | 101.47 | 343% |
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