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GTSFX vs WCMLX
GTSFX vs WCMLX Comparison
Open Charts GTSFX vs WCMLX
Invesco Small Cap Growth R6
Price$34.75
Change+$0.32 (+0.93%)
VolumeN/A
Net Assets1.65B
WCM Small Cap Growth Institutional
Price$11.80
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets42.14M
GTSFX vs WCMLX Comparison Chart
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GTSFX vs. WCMLX commentary
May 09, 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 GTSFX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
GTSFX has more cash in the bank: 1.65B vs. WCMLX (42.1M). GTSFX (0.00) and WCMLX (0.00) have matching dividends . GTSFX was incepted earlier than WCMLX: GTSFX (13 years) vs WCMLX (6 years). WCMLX (1.86) is less costly to investors than GTSFX (0.75). WCMLX is a more actively managed with annual turnover of: 83.00 vs. GTSFX (55.00). WCMLX has a lower initial minimum investment than GTSFX: WCMLX (100000) vs GTSFX (10000000). GTSFX annual gain was more profitable for investors over the last year : -3.42 vs. WCMLX (-6.86). WCMLX return over 5 years is better than : 21.31 vs. GTSFX (-13.32).
| GTSFX | WCMLX | GTSFX / WCMLX | |
| Total Expense Ratio | 0.75 | 0.99 | 76% |
| Annual Report Gross Expense Ratio | 0.75 | 1.86 | 40% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | -11.718 | -9.253 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 100000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.65B | 42.1M | 3,919% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -3.42 | -6.86 | 50% |
| Returns for 3 years | 15.27 | 15.89 | 96% |
| Returns for 5 years | -13.32 | 21.31 | -62% |
| Returns for 10 years | -16.65 | N/A | - |