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GTSFX vs WCMLX
GTSFX vs WCMLX Comparison
Open Charts GTSFX vs WCMLX
Invesco Small Cap Growth R6
Price$32.33
Change+$0.53 (+1.67%)
VolumeN/A
Net Assets1.53B
WCM Small Cap Growth Institutional
Price$10.78
Change+$0.16 (+1.51%)
VolumeN/A
Net Assets38.46M
GTSFX vs WCMLX Comparison Chart
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GTSFX vs. WCMLX commentary
Apr 12, 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 Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
GTSFX has more cash in the bank: 1.53B vs. WCMLX (38.5M). GTSFX (0.00) and WCMLX (0.00) have matching dividends . GTSFX was incepted earlier than WCMLX: GTSFX (13 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than GTSFX (0.75). GTSFX is a more actively managed with annual turnover of: 55.00 vs. WCMLX (48.00). 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 : -11.64 vs. WCMLX (-17.03). WCMLX return over 5 years is better than : 24.50 vs. GTSFX (-8.65).
| 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 | 5 years | - |
| Gain YTD | -18.462 | -17.418 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 100000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 38.5M | 3,974% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -11.64 | -17.03 | 68% |
| Returns for 3 years | -10.37 | -9.46 | 110% |
| Returns for 5 years | -8.65 | 24.50 | -35% |
| Returns for 10 years | -23.91 | N/A | - |