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GTSRX vs WCMLX
GTSRX vs WCMLX Comparison
Open Charts GTSRX vs WCMLX
Invesco Small Cap Growth R
Price$23.07
Change+$0.49 (+2.17%)
VolumeN/A
Net Assets1.69B
WCM Small Cap Growth Institutional
Price$12.31
Change+$0.13 (+1.07%)
VolumeN/A
Net Assets42.98M
GTSRX vs WCMLX Comparison Chart
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GTSRX vs. WCMLX commentary
Jun 07, 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: 1.69B vs. WCMLX (43M). 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 : 0.58 vs. WCMLX (-1.22). WCMLX return over 5 years is better than : 13.83 vs. GTSRX (-30.84).
| 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 | -7.912 | -5.288 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 43M | 3,935% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 0.58 | -1.22 | -48% |
| Returns for 3 years | 6.71 | 10.63 | 63% |
| Returns for 5 years | -30.84 | 13.83 | -223% |
| Returns for 10 years | -38.64 | N/A | - |
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