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GTSRX vs WCMLX
GTSRX vs WCMLX Comparison
Open Charts GTSRX vs WCMLX
Invesco Small Cap Growth R
Price$20.36
Change+$0.10 (+0.49%)
VolumeN/A
Net Assets1.55B
WCM Small Cap Growth Institutional
Price$10.81
Change+$0.10 (+0.93%)
VolumeN/A
Net Assets38.8M
GTSRX vs WCMLX Comparison Chart
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GTSRX 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 GTSRX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
GTSRX has more cash in the bank: 1.55B vs. WCMLX (38.8M). GTSRX (0.00) and WCMLX (0.00) have matching dividends . GTSRX was incepted earlier than WCMLX: GTSRX (23 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than GTSRX (1.42). GTSRX is a more actively managed with annual turnover of: 55.00 vs. WCMLX (48.00). GTSRX has a lower initial minimum investment than WCMLX: GTSRX (1000) vs WCMLX (100000). GTSRX annual gain was more profitable for investors over the last year : -6.59 vs. WCMLX (-12.36). WCMLX return over 5 years is better than : 23.25 vs. GTSRX (-27.07).
| GTSRX | WCMLX | GTSRX / WCMLX | |
| Total Expense Ratio | 1.42 | 0.99 | 143% |
| Annual Report Gross Expense Ratio | 1.42 | 1.86 | 76% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | -17.374 | -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 | -6.59 | -12.36 | 53% |
| Returns for 3 years | -11.02 | -8.07 | 137% |
| Returns for 5 years | -27.07 | 23.25 | -116% |
| Returns for 10 years | -44.81 | N/A | - |
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