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KSOAX vs WCMNX
KSOAX vs WCMNX Comparison
Open Charts KSOAX vs WCMNX
Kinetics Small Cap Opportunities Adv A
Price$164.00
Change+$8.48 (+5.45%)
VolumeN/A
Net Assets485.57M
WCM Small Cap Growth Investor
Price$14.42
Change+$0.82 (+6.03%)
VolumeN/A
Net Assets47.08M
KSOAX vs WCMNX Comparison Chart in %
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KSOAX vs. WCMNX 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
KSOAX has more cash in the bank: 486M vs. WCMNX (47.1M). KSOAX (0.00) and WCMNX (0.00) have matching dividends . KSOAX was incepted earlier than WCMNX: KSOAX (24 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than KSOAX (1.94). WCMNX is a more actively managed with annual turnover of: 83.00 vs. KSOAX (6.00). WCMNX has a lower initial minimum investment than KSOAX: WCMNX (1000) vs KSOAX (2500). WCMNX annual gain was more profitable for investors over the last year : 8.34 vs. KSOAX (-9.38). KSOAX return over 5 years is better than : 126.37 vs. WCMNX (-6.49).
| KSOAX | WCMNX | KSOAX / WCMNX | |
| Total Expense Ratio | 1.89 | 1.24 | 152% |
| Annual Report Gross Expense Ratio | 1.94 | 2.04 | 95% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 10.803 | 6.421 | 168% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | 8.34 | -113% |
| Returns for 3 years | 41.07 | 18.68 | 220% |
| Returns for 5 years | 126.37 | -6.49 | -1,949% |
| Returns for 10 years | 493.86 | N/A | - |
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