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GTSRX vs WCMNX
GTSRX vs WCMNX Comparison
Open Charts GTSRX vs WCMNX
Invesco Small Cap Growth R
Price$22.58
Change-$0.71 (-3.05%)
VolumeN/A
Net Assets1.83B
WCM Small Cap Growth Investor
Price$11.94
Change-$0.44 (-3.55%)
VolumeN/A
Net Assets40.12M
GTSRX vs WCMNX Comparison Chart
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GTSRX vs. WCMNX commentary
Mar 04, 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 Hold and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
GTSRX has more cash in the bank: 1.83B vs. WCMNX (40.1M). 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 : 1.22 vs. WCMNX (-5.28). WCMNX return over 5 years is better than : 22.70 vs. GTSRX (-25.14).
| 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 | -5.016 | -2.443 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 40.1M | 4,561% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.22 | -5.28 | -23% |
| Returns for 3 years | -0.89 | 5.90 | -15% |
| Returns for 5 years | -25.14 | 22.70 | -111% |
| Returns for 10 years | -34.19 | N/A | - |