Kinetics Small Competition

Mutual Funds . USA . 
Fund . Kinetics Small Cap
KSCOX Fund  USD 222.98  10.83  4.63%   
Kinetics Small Cap competes with Putnam Equity, Putnam Growth, HUMANA, Barloworld, and Morningstar Unconstrained; as well as few others. The fund is listed under Small Growth category and is part of Kinetics family. Analyzing Kinetics Small competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Kinetics Small to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Kinetics Small Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Kinetics Small competition on your existing holdings.
  
Hype
Prediction
LowEstimatedHigh
221.03222.98224.93
Details
Intrinsic
Valuation
LowRealHigh
200.68232.16234.11
Details

Kinetics Small Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Kinetics Small and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Kinetics and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Kinetics Small Cap does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
POGAX
+ 0.93
PEYAX
MSTSX
+ 0.7
POGAX
MSTSX
+ 0.69
PEYAX
LBHIX
+ 0.67
MSTSX
LBHIX
+ 0.65
PEYAX
LBHIX
+ 0.64
POGAX
  
High negative correlations   
VIASP
- 0.8
SCAXF
444859BR2
- 0.73
POGAX
444859BR2
- 0.66
PEYAX
LBHIX
- 0.54
444859BR2
SCAXF
- 0.54
PEYAX
MSTSX
- 0.53
444859BR2

Risk-Adjusted Indicators

There is a big difference between Kinetics Mutual Fund performing well and Kinetics Small Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Kinetics Small's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
PEYAX  0.49 (0.01)(0.07) 0.10  0.40 
(0.58)
 0.95 
(0.95)
 3.16 
POGAX  0.73  0.01  0.00  0.14  1.04 
(0.71)
 1.74 
(2.25)
 5.24 
444859BR2  1.35 (0.09) 0.00 (0.14) 0.00 
 0.00 
 5.93 
(5.79)
 16.62 
AQUI  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
BRRAY  1.27 (0.13) 0.00  0.01  0.00 
 0.00 
 0.00 
(2.98)
 34.02 
MSTSX  0.49 (0.04)(0.13) 0.06  0.52 
(0.61)
 1.21 
(1.02)
 2.80 
LBHIX  0.11  0.01 (0.42) 0.38  0.00 
(0.29)
 0.24 
(0.24)
 0.96 
ABHYX  0.17  0.00 (0.24) 0.19  0.25 
(0.24)
 0.34 
(0.33)
 1.91 
SCAXF  0.70 (0.41) 0.00 (0.98) 0.00 
 0.00 
 0.00 
 0.00 
 23.47 
VIASP  0.74  0.07 (0.04)(2.04) 1.13 
(0.80)
 2.28 
(1.20)
 7.18 
All Fundamental Data

Kinetics Small Competitive Analysis

The better you understand Kinetics Small competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Kinetics Small's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Kinetics Small's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
KSCOX PEYAX POGAX 444859BR2 AQUI BRRAY MSTSX LBHIX ABHYX SCAXF
 4.63 
 222.98 
Kinetics
 0.15 
 38.82 
Putnam
 0.92 
 71.50 
Putnam
 1.70 
 80.35 
HUMANA
 0.00 
 0.01 
Aquagold
 0.00 
 4.23 
Barloworld
 1.28 
 11.88 
Morningstar
 0.23 
 4.25 
Thrivent
 0.33 
 8.99 
High-yield
 0.00 
 0.01 
Sparta
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Relatively risky
Very steady
Very steady
Very steady
Out of control
Market Performance
(90 Days Performance)
Strong
OK
OK
Very Weak
Very Weak
Very Weak
Modest
Good
Modest
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Below Average
Average
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Under Valued
Fairly Valued
Over Valued
Fairly Valued
Over Valued
Under Valued
Fairly Valued
Over Valued
Over Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Buy
Strong Hold
Strong Hold
Strong Hold
Strong Sell
Strong Hold
Strong Hold
Strong Sell
Cautious Hold
Strong Sell
Current Ratio
N/A
N/A
N/A
N/A
N/A
1.49
N/A
N/A
N/A
0.62
Net Asset
300.6 M
19.73 B
8.5 B
N/A
3.19 K
54.41 B
116.1 M
674.44 M
672.37 M
3.06 M
Profit Margin
N/A
N/A
N/A
N/A
N/A
0.0519
N/A
N/A
N/A
-0.1
EBITDA
N/A
N/A
N/A
N/A
(727.69 K)
2.77 B
N/A
N/A
N/A
(21.53 K)
Price To Book
1.86
1.86
3.83
N/A
N/A
0.99
N/A
1.58
N/A
34.42
Current Valuation
N/A
N/A
N/A
N/A
912.76 K
1.11 B
N/A
N/A
N/A
5.73 M
Operating Margin
N/A
N/A
N/A
N/A
N/A
0.1
N/A
N/A
N/A
-0.15
Five Year Return
33.25
14.4
18.05
N/A
N/A
3.98
8.6
3.46
1.69
N/A
Retained Earnings
N/A
N/A
N/A
N/A
(4.18 M)
13.37 B
N/A
N/A
N/A
N/A
Current Asset
N/A
N/A
N/A
N/A
N/A
25.84 B
N/A
N/A
N/A
N/A
One Year Return
100.0
34.16
34.98
N/A
N/A
N/A
19.87
11.94
11.13
N/A
Beta
N/A
N/A
N/A
N/A
7.05
0.63
N/A
N/A
N/A
1.75
Cash Position Weight
7.56
4.29
2.09
N/A
N/A
N/A
14.28
6.56
0.1
N/A
Equity Positions Weight
91.01
94.27
97.91
N/A
N/A
N/A
61.63
0.07
N/A
N/A
Number Of Employees
1
1
1
N/A
7
36
1
1
1
8
Shares Outstanding
N/A
N/A
N/A
N/A
965.83 K
185.7 M
N/A
N/A
N/A
233.95 M
Three Year Return
35.66
12.5
9.05
N/A
N/A
N/A
7.0
3.06
-0.63
N/A
Cash Flow From Operations
N/A
N/A
N/A
N/A
(218.19 K)
1.89 B
N/A
N/A
N/A
210.37 K
Annual Yield
0.007
0.012
N/A
N/A
N/A
0.0543
0.021
0.0617
0.0041
N/A
Total Debt
N/A
N/A
N/A
N/A
N/A
8.64 B
N/A
N/A
N/A
125 K
Return On Equity
N/A
N/A
N/A
N/A
N/A
0.0588
N/A
N/A
N/A
N/A
Bond Positions Weight
N/A
N/A
N/A
N/A
N/A
N/A
22.72
92.23
2.0
N/A
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
37.6
Holdings Turnover
N/A
N/A
N/A
N/A
N/A
N/A
269.0
N/A
N/A
N/A
Return On Asset
N/A
N/A
N/A
N/A
-5.5
0.047
N/A
N/A
N/A
-0.21
Book Value Per Share
N/A
N/A
N/A
N/A
-1.18
99.76
N/A
N/A
N/A
-0.002
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Minimum Initial Investment
N/A
N/A
N/A
N/A
N/A
N/A
N/A
2 K
N/A
N/A
Current Liabilities
N/A
N/A
N/A
N/A
794 K
13.9 B
N/A
N/A
N/A
N/A
Total Asset
210 M
9.44 B
5.93 B
N/A
3.19 K
54.41 B
215.11 M
347.66 M
243.16 M
3.06 M
Last Dividend Paid
0.28
0.1
N/A
N/A
N/A
4.6
N/A
0.02
0.03
N/A
Debt To Equity
N/A
N/A
N/A
N/A
N/A
0.68
N/A
N/A
N/A
101.0
Target Price
N/A
N/A
N/A
N/A
N/A
7.68
N/A
N/A
N/A
N/A
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Market Capitalization
N/A
N/A
N/A
N/A
96.58 K
955.54 M
50.36 M
N/A
N/A
7.72 M
Price To Earning
20.38
17.37
23.98
N/A
-0.22
9.18
N/A
35.48
N/A
19.55
Price To Sales
0.71
1.75
2.81
N/A
N/A
0.0285
N/A
1.23
N/A
0.63
Net Income
N/A
N/A
N/A
N/A
(627.79 K)
2.04 B
N/A
N/A
N/A
(609.44 K)
Earnings Per Share
N/A
N/A
N/A
N/A
-0.63
0.35
N/A
N/A
N/A
-0.003
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
9.51
Year To Date Return
100.0
26.64
29.98
N/A
N/A
N/A
13.69
7.32
6.09
N/A
Revenue
N/A
N/A
N/A
N/A
N/A
39.38 B
N/A
N/A
N/A
5.19 M
Ten Year Return
10.48
10.96
16.27
N/A
N/A
N/A
N/A
6.0
4.84
N/A
Working Capital
N/A
N/A
N/A
N/A
(794 K)
11.95 B
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
N/A
N/A
1.15 K
5.11 B
N/A
N/A
N/A
909.32 K
Cash Per Share
N/A
N/A
N/A
N/A
N/A
25.52
N/A
N/A
N/A
N/A
Gross Profit
N/A
N/A
N/A
N/A
(143.88 K)
5.12 B
N/A
N/A
N/A
3.68 M
Day Typical Price
222.98
38.82
71.5
80.35
0.006
4.23
11.88
4.25
8.99
0.015
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Market Facilitation Index
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Daily Balance Of Power
(9,223,372,036,855)
9.2 T
9.2 T
(9,223,372,036,855)
0.0
0.0
9.2 T
(9,223,372,036,855)
9.2 T
0.0
Period Momentum Indicator
(10.83)
0.06
0.65
(1.39)
N/A
N/A
0.15
(0.01)
0.03
N/A
Rate Of Daily Change
0.95
1.0
1.01
0.98
1.0
1.0
1.01
1.0
1.0
1.0
Day Median Price
222.98
38.82
71.5
80.35
0.006
4.23
11.88
4.25
8.99
0.015
Price Action Indicator
(5.42)
0.03
0.33
(0.70)
N/A
N/A
0.075
(0.01)
0.015
N/A
Relative Strength Index
75.83
63.93
62.09
49.13
N/A
49.38
56.87
58.23
57.76
N/A
Coefficient Of Variation
295.43
704.58
829.93
(6,785)
N/A
25169.77
1342.2
679.17
1516.45
(812.40)
Mean Deviation
1.24
0.4931
0.7349
1.35
N/A
1.27
0.4908
0.1113
0.1719
0.7004
Jensen Alpha
0.571
(0.01)
0.0148
(0.09)
N/A
(0.13)
(0.04)
0.0105
0.0032
(0.41)
Total Risk Alpha
0.3362
(0.02)
(0.05)
(0.46)
N/A
(0.65)
(0.06)
(0.01)
(0.04)
(0.82)
Sortino Ratio
0.2941
(0.07)
(0)
N/A
N/A
N/A
(0.13)
(0.42)
(0.24)
N/A
Downside Variance
3.09
0.3012
1.64
N/A
N/A
N/A
0.4354
0.0617
0.2181
N/A
Standard Deviation
1.91
0.6341
1.07
2.61
N/A
4.2
0.6349
0.1719
0.2892
2.89
Kurtosis
6.62
1.38
1.67
5.52
N/A
11.15
(0.03)
3.42
8.37
66.0
Potential Upside
3.29
0.9506
1.74
5.93
N/A
N/A
1.21
0.2375
0.3382
N/A
Treynor Ratio
1.15
0.105
0.1376
(0.14)
N/A
0.0057
0.06
0.3847
0.1851
(0.98)
Maximum Drawdown
7.0
3.16
5.24
16.62
N/A
34.02
2.8
0.9552
1.91
23.47
Variance
3.66
0.4021
1.14
6.84
N/A
17.65
0.4031
0.0296
0.0836
8.35
Market Risk Adjusted Performance
1.16
0.115
0.1476
(0.13)
N/A
0.0157
0.07
0.3947
0.1951
(0.97)
Risk Adjusted Performance
0.2648
0.1064
0.0949
(0)
N/A
0.0112
0.0549
0.0781
0.034
(0.09)
Skewness
1.06
0.5319
(0.73)
0.909
N/A
0.4951
0.0725
1.11
(1.70)
(8.12)
Semi Deviation
1.1
0.3985
1.04
N/A
N/A
N/A
0.5156
0.0
0.2536
N/A
Information Ratio
0.2703
(0.06)
(0)
(0.06)
N/A
(0.03)
(0.13)
(0.61)
(0.39)
(0.17)
Value At Risk
(2.03)
(0.95)
(2.25)
(5.79)
N/A
(2.98)
(1.02)
(0.24)
(0.33)
N/A
Expected Short fall
(1.46)
(0.58)
(0.71)
N/A
N/A
N/A
(0.61)
(0.29)
(0.24)
N/A
Downside Deviation
1.76
0.5488
1.28
N/A
N/A
N/A
0.6599
0.2483
0.467
N/A
Semi Variance
1.21
0.1588
1.09
N/A
N/A
N/A
0.2658
(0.01)
0.0643
N/A

Kinetics Small Competition Performance Charts

Five steps to successful analysis of Kinetics Small Competition

Kinetics Small's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Kinetics Small Cap in relation to its competition. Kinetics Small's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Kinetics Small in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Kinetics Small's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Kinetics Small Cap, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Kinetics Small position

In addition to having Kinetics Small in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Other Information on Investing in Kinetics Mutual Fund

Kinetics Small financial ratios help investors to determine whether Kinetics Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Kinetics with respect to the benefits of owning Kinetics Small security.
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