Kinetics Small Capital Opportunities Advisor Fund Class A (KSOAX) Alternatives
Kinetics Small Capital Opportunities Advisor Fund Class A (KSOAX) 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 KSOAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to KSOAX
KSOAX charges 1.89% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among KSOAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | KSOAX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | KSOAX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | KSOAX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | KSOAX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | KSOAX vs VISGX |
Best Risk-Adjusted Alternatives to KSOAX
Among mutual funds in the Small Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 91 | Dec 30, 2016 | KSOAX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | KSOAX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | KSOAX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | KSOAX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | KSOAX vs HRSMX |
Top Performing KSOAX Alternatives (YTD)
KSOAX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | KSOAX vs KSCOX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | KSOAX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | KSOAX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | KSOAX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 7.37% | Dec 30, 2016 | KSOAX vs NEAIX |
Lowest Volatility Alternatives to KSOAX
KSOAX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | KSOAX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | KSOAX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | KSOAX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | KSOAX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | KSOAX vs ETEGX |
Lowest Drawdown Alternatives to KSOAX
KSOAX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | KSOAX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | KSOAX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | KSOAX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | KSOAX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | KSOAX vs CTSIX |
Other Mutual Funds from Kinetics
Most popular Kinetics mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Kinetics Paradigm Fund | Mid Cap Growth Equities | 9 | 36.66% | Dec 31, 1999 | KSOAX vs WWNPX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | KSOAX vs WWWEX | |
| Kinetics Market Opportunities Fund | Mid Cap Growth Equities | 11 | 20.74% | Jan 31, 2006 | KSOAX vs KMKAX | |
| Kinetics Market Opportunities Fund No Load Class | Mid Cap Growth Equities | 11 | 20.82% | Jan 31, 2006 | KSOAX vs KMKNX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | Mid Cap Growth Equities | 9 | 50.22% | May 4, 2007 | KSOAX vs LSHAX | |
| Kinetics Internet No Load | Technology Equities | 3 | -2.94% | Oct 21, 1996 | KSOAX vs WWWFX |
Often Compared With KSOAX
What investors most often compare with KSOAX, based on PortfoliosLab usage data.
Compare KSOAX with Any Fund or Stock
Compare KSOAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.