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GTSRX vs WCMLX
GTSRX vs WCMLX Comparison
Open Charts GTSRX vs WCMLX
Invesco Small Cap Growth R
Price$21.80
Change+$0.20 (+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
GTSRX vs WCMLX Comparison Chart
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GTSRX 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 GTSRX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
GTSRX has more cash in the bank: 1.65B vs. WCMLX (42.1M). GTSRX (0.00) and WCMLX (0.00) have matching dividends . GTSRX was incepted earlier than WCMLX: GTSRX (23 years) vs WCMLX (6 years). WCMLX (1.86) is less costly to investors than GTSRX (1.42). 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 : -4.04 vs. WCMLX (-6.86). WCMLX return over 5 years is better than : 21.31 vs. GTSRX (-29.78).
| 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 | 6 years | - |
| Gain YTD | -11.909 | -9.253 | 129% |
| 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 | -4.04 | -6.86 | 59% |
| Returns for 3 years | 11.34 | 15.89 | 71% |
| Returns for 5 years | -29.78 | 21.31 | -140% |
| Returns for 10 years | -40.17 | N/A | - |
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