Interact to see
Advertisement
Advertisement
KSOCX vs VSGIX
KSOCX vs VSGIX Comparison
Open Charts KSOCX vs VSGIX
Kinetics Small Cap Opportunities Adv C
Price$141.24
Change-$2.58 (-1.79%)
VolumeN/A
Net Assets474.98M
Vanguard Small Cap Growth Index I
Price$80.56
Change+$0.05 (+0.06%)
VolumeN/A
Net Assets37.46B
KSOCX vs VSGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
KSOCX vs. VSGIX commentary
Aug 18, 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 Hold and VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 37.5B vs. KSOCX (475M). KSOCX pays higher dividends than VSGIX: KSOCX (1.34) vs VSGIX (0.54). 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). KSOCX (12.57) and VSGIX (12.52) have marching annual gain over last year. KSOCX return over 5 years is better than : 186.67 vs. VSGIX (34.27).
| 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 | -7.061 | 2.257 | -313% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 475M | 37.5B | 1% |
| Annual Yield % from dividends | 1.34 | 0.54 | 247% |
| Returns for 1 year | 12.57 | 12.52 | 100% |
| Returns for 3 years | 43.55 | 21.63 | 201% |
| Returns for 5 years | 186.67 | 34.27 | 545% |
| Returns for 10 years | 323.13 | 121.03 | 267% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement