Kinetics Small Cap Opportunities Fund (KSCOX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with KSCOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to KSCOX
KSCOX charges 1.64% annually. There are 154 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | KSCOX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 47.00B | May 2000 | KSCOX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | Sep 2011 | KSCOX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | KSCOX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | KSCOX vs VISGX |
Best Risk-Adjusted Alternatives to KSCOX
KSCOX has a PortfoliosLab risk / return rank of 13. There are 135 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 90 | — | Nov 2015 | KSCOX vs DSCIX | |
| Driehaus Micro Cap Growth Fund | 82 | — | Nov 2013 | KSCOX vs DMCRX | |
| Needham Small Cap Growth Fund Institutional | 81 | — | Dec 2016 | KSCOX vs NESIX | |
| North Square Spectrum Alpha Fund | 80 | — | Jan 1994 | KSCOX vs ORIGX | |
| Needham Small Cap Growth Fund | 80 | — | May 2002 | KSCOX vs NESGX |
Top Performing KSCOX Alternatives (YTD)
KSCOX is at 21.18% YTD. There are 22 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 53.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 53.35% | — | Dec 2016 | KSCOX vs NESIX | |
| Needham Small Cap Growth Fund | 52.82% | — | May 2002 | KSCOX vs NESGX | |
| Oberweis Micro Cap Fund | 35.57% | — | Dec 1995 | KSCOX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 32.18% | — | Dec 2016 | KSCOX vs NEAIX | |
| Needham Aggressive Growth Fund Retail Class | 31.89% | — | Sep 2001 | KSCOX vs NEAGX |
Lowest Volatility Alternatives to KSCOX
KSCOX has 27.67% 1-year volatility. There are 143 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric Fund | 14.56% | — | Nov 1995 | KSCOX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.40% | — | Jul 2011 | KSCOX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.30% | — | Sep 1988 | KSCOX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.31% | — | Jul 1999 | KSCOX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.36% | — | Jan 1997 | KSCOX vs ETEGX |
Lowest Drawdown Alternatives to KSCOX
KSCOX has a 1-year max drawdown of -21.54%. There are 153 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | KSCOX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | KSCOX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | KSCOX vs WMKSX | |
| Empiric Fund | -8.60% | — | Nov 1995 | KSCOX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | KSCOX vs SGPIX |
Other Mutual Funds from Kinetics
The 7 most viewed Kinetics mutual funds shown here include WWNPX, WWWEX, KMKAX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Kinetics Paradigm Fund | Mid Cap Growth Equities | 8 | 21.61% | — | Dec 1999 | KSCOX vs WWNPX | |
| Kinetics The Global Fund | Diversified Portfolio | 4 | 4.79% | — | Dec 1999 | KSCOX vs WWWEX | |
| Kinetics Market Opportunities Fund | Mid Cap Growth Equities | 8 | 13.52% | — | Jan 2006 | KSCOX vs KMKAX | |
| Kinetics Market Opportunities Fund No Load Class | Mid Cap Growth Equities | 8 | 13.70% | — | Jan 2006 | KSCOX vs KMKNX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | Small Cap Growth Equities | 12 | 21.01% | — | Dec 2001 | KSCOX vs KSOAX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | Mid Cap Growth Equities | 14 | 32.50% | — | May 2007 | KSCOX vs LSHAX | |
| Kinetics Internet No Load | Technology Equities | 0 | -7.59% | — | Oct 1996 | KSCOX vs WWWFX |
Often Compared With KSCOX
Investors most often compare KSCOX with VGIAX, GVLU, SGGKY. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare KSCOX with Any Fund or Stock
Compare KSCOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair KSCOX with funds that move differently
Kinetics Small Cap Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to KSCOX.
Explore KSCOX Diversifiers