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GTSAX vs WCMLX
GTSAX vs WCMLX Comparison
Open Charts GTSAX vs WCMLX
Invesco Small Cap Growth A
Price$24.80
Change-$1.79 (-6.73%)
VolumeN/A
Net Assets1.7B
WCM Small Cap Growth Institutional
Price$10.81
Change-$0.86 (-7.37%)
VolumeN/A
Net Assets41.58M
GTSAX vs WCMLX Comparison Chart
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GTSAX vs. WCMLX commentary
Apr 04, 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
GTSAX has more cash in the bank: 1.7B vs. WCMLX (41.6M). GTSAX (0.00) and WCMLX (0.00) have matching dividends . GTSAX was incepted earlier than WCMLX: GTSAX (29 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than GTSAX (1.17). 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 : -3.27 vs. WCMLX (-9.95). WCMLX return over 5 years is better than : 62.99 vs. GTSAX (3.26).
| GTSAX | WCMLX | GTSAX / WCMLX | |
| Total Expense Ratio | 1.17 | 0.99 | 118% |
| Annual Report Gross Expense Ratio | 1.17 | 1.86 | 63% |
| Fund Existence | 29 years | 5 years | - |
| Gain YTD | -10.078 | -9.253 | 109% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 41.6M | 4,077% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -3.27 | -9.95 | 33% |
| Returns for 3 years | -9.40 | -6.42 | 147% |
| Returns for 5 years | 3.26 | 62.99 | 5% |
| Returns for 10 years | -30.04 | N/A | - |
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