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GTSRX vs WCMNX
GTSRX vs WCMNX Comparison
Open Charts GTSRX vs WCMNX
Invesco Small Cap Growth R
Price$23.07
Change+$0.49 (+2.17%)
VolumeN/A
Net Assets1.69B
WCM Small Cap Growth Investor
Price$12.14
Change+$0.13 (+1.08%)
VolumeN/A
Net Assets42.98M
GTSRX vs WCMNX Comparison Chart
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GTSRX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
GTSRX has more cash in the bank: 1.69B vs. WCMNX (43M). GTSRX (0.00) and WCMNX (0.00) have matching dividends . GTSRX was incepted earlier than WCMNX: GTSRX (23 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than GTSRX (1.41). WCMNX is a more actively managed with annual turnover of: 83.00 vs. GTSRX (55.00). GTSRX (1000) and WCMNX (1000) have matching initial minimum investment requirements. GTSRX annual gain was more profitable for investors over the last year : 0.58 vs. WCMNX (-1.48). WCMNX return over 5 years is better than : 12.35 vs. GTSRX (-30.84).
| GTSRX | WCMNX | GTSRX / WCMNX | |
| Total Expense Ratio | 1.41 | 1.24 | 114% |
| Annual Report Gross Expense Ratio | 1.41 | 2.04 | 69% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | -7.912 | -5.359 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -1.48 | -39% |
| Returns for 3 years | 6.71 | 9.78 | 69% |
| Returns for 5 years | -30.84 | 12.35 | -250% |
| Returns for 10 years | -38.64 | N/A | - |
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