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GTSRX vs WCMNX
GTSRX vs WCMNX Comparison
Open Charts GTSRX vs WCMNX
Invesco Small Cap Growth R
Price$25.17
Change+$0.07 (+0.28%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$13.01
Change+$0.07 (+0.54%)
VolumeN/A
CapitalizationN/A
GTSRX vs WCMNX Comparison Chart
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GTSRX vs. WCMNX commentary
Jan 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
GTSRX has more cash in the bank: 1.99B vs. WCMNX (40.9M). GTSRX (0.00) and WCMNX (0.00) have matching dividends . GTSRX was incepted earlier than WCMNX: GTSRX (23 years) vs WCMNX (5 years). GTSRX is a more actively managed with annual turnover of: 55.00 vs. WCMNX (48.00). GTSRX (1000) and WCMNX (1000) have matching initial minimum investment requirements. GTSRX annual gain was more profitable for investors over the last year : 23.99 vs. WCMNX (10.32). WCMNX return over 5 years is better than : 24.07 vs. GTSRX (-22.48).
| GTSRX | WCMNX | GTSRX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 2.651 | 1.970 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.99B | 40.9M | 4,870% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 23.99 | 10.32 | 233% |
| Returns for 3 years | -9.78 | -6.16 | 159% |
| Returns for 5 years | -22.48 | 24.07 | -93% |
| Returns for 10 years | -25.53 | N/A | - |
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