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KSOCX vs WCMNX
KSOCX vs WCMNX Comparison
Open Charts KSOCX vs WCMNX
Kinetics Small Cap Opportunities Adv C
Price$152.59
Change+$7.66 (+5.29%)
VolumeN/A
Net Assets485.57M
WCM Small Cap Growth Investor
Price$14.42
Change+$0.82 (+6.03%)
VolumeN/A
Net Assets47.08M
KSOCX vs WCMNX Comparison Chart in %
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KSOCX vs. WCMNX 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
KSOCX has more cash in the bank: 486M vs. WCMNX (47.1M). KSOCX (0.00) and WCMNX (0.00) have matching dividends . KSOCX was incepted earlier than WCMNX: KSOCX (19 years) vs WCMNX (6 years). KSOCX (2.44) is less costly to investors than WCMNX (2.04). WCMNX is a more actively managed with annual turnover of: 83.00 vs. KSOCX (6.00). WCMNX has a lower initial minimum investment than KSOCX: WCMNX (1000) vs KSOCX (2500). WCMNX annual gain was more profitable for investors over the last year : 8.34 vs. KSOCX (-9.83). KSOCX return over 5 years is better than : 119.76 vs. WCMNX (-6.49).
| KSOCX | WCMNX | KSOCX / WCMNX | |
| Total Expense Ratio | 2.39 | 1.24 | 193% |
| Annual Report Gross Expense Ratio | 2.44 | 2.04 | 120% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 10.757 | 6.421 | 168% |
| Front Load | N/A | 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 | -9.83 | 8.34 | -118% |
| Returns for 3 years | 38.33 | 18.68 | 205% |
| Returns for 5 years | 119.76 | -6.49 | -1,847% |
| Returns for 10 years | 462.24 | N/A | - |
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