Ad is loading...
GTSRX vs WCMNX
GTSRX vs WCMNX Comparison
Open Charts GTSRX vs WCMNX
Invesco Small Cap Growth R
Price$20.36
Change+$0.10 (+0.49%)
VolumeN/A
Net Assets1.55B
WCM Small Cap Growth Investor
Price$10.67
Change+$0.10 (+0.95%)
VolumeN/A
Net Assets38.8M
GTSRX vs WCMNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GTSRX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
GTSRX has more cash in the bank: 1.55B vs. WCMNX (38.8M). GTSRX (0.00) and WCMNX (0.00) have matching dividends . GTSRX was incepted earlier than WCMNX: GTSRX (23 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than GTSRX (1.42). 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 : -6.59 vs. WCMNX (-12.50). WCMNX return over 5 years is better than : 21.77 vs. GTSRX (-27.07).
| GTSRX | WCMNX | GTSRX / WCMNX | |
| Total Expense Ratio | 1.42 | 1.24 | 115% |
| Annual Report Gross Expense Ratio | 1.42 | 2.11 | 67% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | -17.374 | -16.706 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -12.50 | 53% |
| Returns for 3 years | -11.02 | -8.72 | 126% |
| Returns for 5 years | -27.07 | 21.77 | -124% |
| Returns for 10 years | -44.81 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...