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GTSIX vs WCMLX
GTSIX vs WCMLX Comparison
Open Charts GTSIX vs WCMLX
Invesco Small Cap Growth I
Price$29.17
Change+$0.27 (+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
GTSIX vs WCMLX Comparison Chart
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GTSIX 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 GTSIX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
GTSIX has more cash in the bank: 1.65B vs. WCMLX (42.1M). GTSIX (0.00) and WCMLX (0.00) have matching dividends . GTSIX was incepted earlier than WCMLX: GTSIX (19 years) vs WCMLX (6 years). WCMLX (1.86) is less costly to investors than GTSIX (1.10). WCMLX is a more actively managed with annual turnover of: 83.00 vs. GTSIX (55.00). GTSIX has a lower initial minimum investment than WCMLX: GTSIX (1000) vs WCMLX (100000). GTSIX annual gain was more profitable for investors over the last year : -5.20 vs. WCMLX (-6.86). WCMLX return over 5 years is better than : 21.31 vs. GTSIX (-19.96).
| GTSIX | WCMLX | GTSIX / WCMLX | |
| Total Expense Ratio | 1.10 | 0.99 | 111% |
| Annual Report Gross Expense Ratio | 1.10 | 1.86 | 59% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | -12.050 | -9.253 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| 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 | -5.20 | -6.86 | 76% |
| Returns for 3 years | 6.54 | 15.89 | 41% |
| Returns for 5 years | -19.96 | 21.31 | -94% |
| Returns for 10 years | -27.05 | N/A | - |