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KSOCX vs VSGIX
KSOCX vs VSGIX Comparison
Open Charts KSOCX vs VSGIX
Kinetics Small Cap Opportunities Adv C
Price$143.20
Change+$1.44 (+1.02%)
VolumeN/A
Net Assets481.23M
Vanguard Small Cap Growth Index I
Price$84.07
Change+$0.38 (+0.45%)
VolumeN/A
Net Assets38.63B
KSOCX vs VSGIX Comparison Chart in %
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KSOCX vs. VSGIX commentary
Sep 09, 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 StrongBuy and VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 38.6B vs. KSOCX (481M). KSOCX pays higher dividends than VSGIX: KSOCX (1.35) vs VSGIX (0.52). KSOCX was incepted earlier than VSGIX: KSOCX (19 years) vs VSGIX (25 years). KSOCX (2.44) is less costly to investors than VSGIX (0.06). VSGIX is a more actively managed with annual turnover of: 21.00 vs. KSOCX (6.00). KSOCX has a lower initial minimum investment than VSGIX: KSOCX (2500) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 18.22 vs. KSOCX (14.86). KSOCX return over 5 years is better than : 206.63 vs. VSGIX (42.24).
| KSOCX | VSGIX | KSOCX / VSGIX | |
| Total Expense Ratio | 2.39 | 0.06 | 3,983% |
| Annual Report Gross Expense Ratio | 2.44 | 0.06 | 4,067% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | -6.718 | 6.230 | -108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 481M | 38.6B | 1% |
| Annual Yield % from dividends | 1.35 | 0.52 | 258% |
| Returns for 1 year | 14.86 | 18.22 | 82% |
| Returns for 3 years | 39.66 | 42.63 | 93% |
| Returns for 5 years | 206.63 | 42.24 | 489% |
| Returns for 10 years | 346.91 | 141.96 | 244% |
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