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GTSAX vs WCMLX
GTSAX vs WCMLX Comparison
Open Charts GTSAX vs WCMLX
Invesco Small Cap Growth A
Price$28.29
Change-$1.07 (-3.64%)
VolumeN/A
Net Assets1.91B
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets41.51M
GTSAX vs WCMLX Comparison Chart
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GTSAX vs. WCMLX commentary
Feb 22, 2025
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 GTSAX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
GTSAX has more cash in the bank: 1.91B vs. WCMLX (41.5M). GTSAX (0.00) and WCMLX (0.00) have matching dividends . GTSAX was incepted earlier than WCMLX: GTSAX (29 years) vs WCMLX (5 years). GTSAX is a more actively managed with annual turnover of: 55.00 vs. WCMLX (48.00). GTSAX has a lower initial minimum investment than WCMLX: GTSAX (1000) vs WCMLX (100000). GTSAX annual gain was more profitable for investors over the last year : 12.74 vs. WCMLX (4.34). WCMLX return over 5 years is better than : 20.29 vs. GTSAX (-19.42).
| GTSAX | WCMLX | GTSAX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 5 years | - |
| Gain YTD | 0.879 | 2.799 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 41.5M | 4,610% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 12.74 | 4.34 | 293% |
| Returns for 3 years | 3.43 | 10.35 | 33% |
| Returns for 5 years | -19.42 | 20.29 | -96% |
| Returns for 10 years | -21.04 | N/A | - |
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