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GTSAX vs WCMLX
GTSAX vs WCMLX Comparison
Open Charts GTSAX vs WCMLX
Invesco Small Cap Growth A
Price$26.51
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets1.66B
WCM Small Cap Growth Institutional
Price$11.88
Change-$0.03 (-0.25%)
VolumeN/A
Net Assets42.34M
GTSAX vs WCMLX Comparison Chart
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GTSAX vs. WCMLX commentary
May 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: 1.66B vs. WCMLX (42.3M). GTSAX (0.00) and WCMLX (0.00) have matching dividends . GTSAX was incepted earlier than WCMLX: GTSAX (30 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than GTSAX (1.16). WCMLX is a more actively managed with annual turnover of: 83.00 vs. GTSAX (55.00). 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 : -2.78 vs. WCMLX (-5.25). WCMLX return over 5 years is better than : 18.61 vs. GTSAX (-22.39).
| GTSAX | WCMLX | GTSAX / WCMLX | |
| Total Expense Ratio | 1.16 | 0.99 | 117% |
| Annual Report Gross Expense Ratio | 1.16 | 1.79 | 65% |
| Fund Existence | 30 years | 6 years | - |
| Gain YTD | -10.213 | -7.309 | 140% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.66B | 42.3M | 3,931% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -2.78 | -5.25 | 53% |
| Returns for 3 years | 12.12 | 15.95 | 76% |
| Returns for 5 years | -22.39 | 18.61 | -120% |
| Returns for 10 years | -31.50 | N/A | - |