Ad is loading...
GTSAX vs WCMLX
GTSAX vs WCMLX Comparison
Open Charts GTSAX vs WCMLX
Invesco Small Cap Growth A
Price$24.94
Change+$0.52 (+2.13%)
VolumeN/A
Net Assets1.55B
WCM Small Cap Growth Institutional
Price$11.01
Change+$0.22 (+2.04%)
VolumeN/A
Net Assets38.54M
GTSAX vs WCMLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GTSAX vs. WCMLX commentary
Apr 24, 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: 1.55B vs. WCMLX (38.5M). GTSAX (0.00) and WCMLX (0.00) have matching dividends . GTSAX was incepted earlier than WCMLX: GTSAX (30 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 : -8.13 vs. WCMLX (-12.84). WCMLX return over 5 years is better than : 22.89 vs. GTSAX (-20.82).
| GTSAX | WCMLX | GTSAX / WCMLX | |
| Total Expense Ratio | 1.17 | 0.99 | 118% |
| Annual Report Gross Expense Ratio | 1.17 | 1.86 | 63% |
| Fund Existence | 30 years | 5 years | - |
| Gain YTD | -17.416 | -16.096 | 108% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 38.5M | 4,026% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -8.13 | -12.84 | 63% |
| Returns for 3 years | -7.11 | -5.68 | 125% |
| Returns for 5 years | -20.82 | 22.89 | -91% |
| Returns for 10 years | -37.08 | N/A | - |