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 a closer substitute for your current allocation.
Cheapest Alternatives to KSOAX
KSOAX charges 1.89% annually. There are 161 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 | KSOAX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 47.00B | May 2000 | KSOAX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | Sep 2011 | KSOAX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | KSOAX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | KSOAX vs VISGX |
Best Risk-Adjusted Alternatives to KSOAX
KSOAX has a PortfoliosLab risk / return rank of 12. There are 137 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 | KSOAX vs DSCIX | |
| Driehaus Micro Cap Growth Fund | 82 | — | Nov 2013 | KSOAX vs DMCRX | |
| Needham Small Cap Growth Fund Institutional | 81 | — | Dec 2016 | KSOAX vs NESIX | |
| North Square Spectrum Alpha Fund | 80 | — | Jan 1994 | KSOAX vs ORIGX | |
| Needham Small Cap Growth Fund | 80 | — | May 2002 | KSOAX vs NESGX |
Top Performing KSOAX Alternatives (YTD)
KSOAX is at 21.01% YTD. There are 24 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 | KSOAX vs NESIX | |
| Needham Small Cap Growth Fund | 52.82% | — | May 2002 | KSOAX vs NESGX | |
| Oberweis Micro Cap Fund | 35.57% | — | Dec 1995 | KSOAX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 32.18% | — | Dec 2016 | KSOAX vs NEAIX | |
| Needham Aggressive Growth Fund | 31.89% | — | Sep 2001 | KSOAX vs NEAGX |
Lowest Volatility Alternatives to KSOAX
KSOAX has 27.68% 1-year volatility. There are 144 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 | KSOAX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.40% | — | Jul 2011 | KSOAX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.30% | — | Sep 1988 | KSOAX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.31% | — | Jul 1999 | KSOAX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.36% | — | Jan 1997 | KSOAX vs ETEGX |
Lowest Drawdown Alternatives to KSOAX
KSOAX has a 1-year max drawdown of -21.60%. There are 154 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 | KSOAX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | KSOAX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | KSOAX vs WMKSX | |
| Empiric Fund | -8.60% | — | Nov 1995 | KSOAX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | KSOAX vs SGPIX |
Other Mutual Funds from Kinetics
The 7 most viewed Kinetics mutual funds shown here include KSCOX, WWNPX, WWWEX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | Small Cap Growth Equities | 13 | 21.18% | — | Mar 2000 | KSOAX vs KSCOX | |
| Kinetics Paradigm Fund | Mid Cap Growth Equities | 8 | 21.61% | — | Dec 1999 | KSOAX vs WWNPX | |
| Kinetics The Global Fund | Diversified Portfolio | 4 | 4.79% | — | Dec 1999 | KSOAX vs WWWEX | |
| Kinetics Market Opportunities Fund | Mid Cap Growth Equities | 8 | 13.52% | — | Jan 2006 | KSOAX vs KMKAX | |
| Kinetics Market Opportunities Fund No Load Class | Mid Cap Growth Equities | 8 | 13.70% | — | Jan 2006 | KSOAX vs KMKNX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | Mid Cap Growth Equities | 14 | 32.50% | — | May 2007 | KSOAX vs LSHAX | |
| Kinetics Internet No Load | Technology Equities | 0 | -7.59% | — | Oct 1996 | KSOAX vs WWWFX |
Often Compared With KSOAX
Investors most often compare KSOAX with XLK, ^GSPC, WBSIX. These 20 comparison targets span 2 categories, 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.
Pair KSOAX with funds that move differently
Kinetics Small Capital Opportunities Advisor Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to KSOAX.
Explore KSOAX Diversifiers