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GTSIX vs WCMLX
GTSIX vs WCMLX Comparison
Open Charts GTSIX vs WCMLX
Invesco Small Cap Growth I
Price$27.25
Change+$0.15 (+0.55%)
VolumeN/A
Net Assets1.55B
WCM Small Cap Growth Institutional
Price$10.81
Change+$0.10 (+0.93%)
VolumeN/A
Net Assets38.8M
GTSIX vs WCMLX Comparison Chart
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GTSIX vs. WCMLX commentary
Apr 18, 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: 1.55B vs. WCMLX (38.8M). GTSIX (0.00) and WCMLX (0.00) have matching dividends . GTSIX was incepted earlier than WCMLX: GTSIX (19 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than GTSIX (1.10). GTSIX is a more actively managed with annual turnover of: 55.00 vs. WCMLX (48.00). 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 : -6.33 vs. WCMLX (-12.36). WCMLX return over 5 years is better than : 23.25 vs. GTSIX (-16.67).
| 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 | 5 years | - |
| Gain YTD | -17.328 | -16.719 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 38.8M | 4,003% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -6.33 | -12.36 | 51% |
| Returns for 3 years | -9.33 | -8.07 | 116% |
| Returns for 5 years | -16.67 | 23.25 | -72% |
| Returns for 10 years | -32.47 | N/A | - |
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