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GTSRX vs WCMLX
GTSRX vs WCMLX Comparison
Open Charts GTSRX vs WCMLX
Invesco Small Cap Growth R
Price$24.08
Change-$0.26 (-1.07%)
VolumeN/A
Net Assets1.71B
WCM Small Cap Growth Institutional
Price$12.95
Change-$0.06 (-0.46%)
VolumeN/A
Net Assets43.74M
GTSRX vs WCMLX Comparison Chart in %
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GTSRX vs. WCMLX commentary
Aug 08, 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 StrongBuy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
GTSRX has more cash in the bank: 1.71B vs. WCMLX (43.7M). GTSRX (0.00) and WCMLX (0.00) have matching dividends . GTSRX was incepted earlier than WCMLX: GTSRX (23 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than GTSRX (1.41). WCMLX is a more actively managed with annual turnover of: 83.00 vs. GTSRX (55.00). 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 : 10.89 vs. WCMLX (6.46). WCMLX return over 5 years is better than : 15.95 vs. GTSRX (-32.26).
| GTSRX | WCMLX | GTSRX / WCMLX | |
| Total Expense Ratio | 1.41 | 0.99 | 142% |
| Annual Report Gross Expense Ratio | 1.41 | 1.79 | 79% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | -0.734 | 1.166 | -63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.71B | 43.7M | 3,904% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 10.89 | 6.46 | 168% |
| Returns for 3 years | 12.79 | 12.74 | 100% |
| Returns for 5 years | -32.26 | 15.95 | -202% |
| Returns for 10 years | -33.28 | N/A | - |
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