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KSOAX vs WCMLX
KSOAX vs WCMLX Comparison
Open Charts KSOAX vs WCMLX
Kinetics Small Cap Opportunities Adv A
Price$164.00
Change+$8.48 (+5.45%)
VolumeN/A
Net Assets485.57M
WCM Small Cap Growth Institutional
Price$14.64
Change+$0.83 (+6.01%)
VolumeN/A
Net Assets47.08M
KSOAX vs WCMLX Comparison Chart in %
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KSOAX vs. WCMLX commentary
Feb 04, 2026
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 Buy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
KSOAX has more cash in the bank: 486M vs. WCMLX (47.1M). KSOAX (0.00) and WCMLX (0.00) have matching dividends . KSOAX was incepted earlier than WCMLX: KSOAX (24 years) vs WCMLX (6 years). KSOAX (1.94) is less costly to investors than WCMLX (1.79). WCMLX is a more actively managed with annual turnover of: 83.00 vs. KSOAX (6.00). KSOAX has a lower initial minimum investment than WCMLX: KSOAX (2500) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 8.52 vs. KSOAX (-9.38). KSOAX return over 5 years is better than : 126.37 vs. WCMLX (-5.30).
| KSOAX | WCMLX | KSOAX / WCMLX | |
| Total Expense Ratio | 1.89 | 0.99 | 191% |
| Annual Report Gross Expense Ratio | 1.94 | 1.79 | 108% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 10.803 | 6.395 | 169% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 486M | 47.1M | 1,032% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -9.38 | 8.52 | -110% |
| Returns for 3 years | 41.07 | 19.51 | 210% |
| Returns for 5 years | 126.37 | -5.30 | -2,383% |
| Returns for 10 years | 493.86 | N/A | - |
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