Interact to see
Advertisement
Advertisement
KSOCX vs WCMLX
KSOCX vs WCMLX Comparison
Open Charts KSOCX vs WCMLX
Kinetics Small Cap Opportunities Adv C
Price$152.59
Change+$7.66 (+5.29%)
VolumeN/A
Net Assets485.57M
WCM Small Cap Growth Institutional
Price$14.64
Change+$0.83 (+6.01%)
VolumeN/A
Net Assets47.08M
KSOCX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
KSOCX vs. WCMLX commentary
Feb 05, 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 KSOCX is a Buy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
KSOCX has more cash in the bank: 486M vs. WCMLX (47.1M). KSOCX (0.00) and WCMLX (0.00) have matching dividends . KSOCX was incepted earlier than WCMLX: KSOCX (19 years) vs WCMLX (6 years). KSOCX (2.44) is less costly to investors than WCMLX (1.79). WCMLX is a more actively managed with annual turnover of: 83.00 vs. KSOCX (6.00). KSOCX has a lower initial minimum investment than WCMLX: KSOCX (2500) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 8.52 vs. KSOCX (-9.83). KSOCX return over 5 years is better than : 119.76 vs. WCMLX (-5.30).
| KSOCX | WCMLX | KSOCX / WCMLX | |
| Total Expense Ratio | 2.39 | 0.99 | 241% |
| Annual Report Gross Expense Ratio | 2.44 | 1.79 | 136% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 10.757 | 6.395 | 168% |
| Front Load | N/A | 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 | -9.83 | 8.52 | -115% |
| Returns for 3 years | 38.33 | 19.51 | 196% |
| Returns for 5 years | 119.76 | -5.30 | -2,258% |
| Returns for 10 years | 462.24 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement