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GTSRX vs WCMNX
GTSRX vs WCMNX Comparison
Open Charts GTSRX vs WCMNX
Invesco Small Cap Growth R
Price$24.16
Change+$0.29 (+1.21%)
VolumeN/A
Net Assets1.75B
WCM Small Cap Growth Investor
Price$12.74
Change+$0.23 (+1.84%)
VolumeN/A
Net Assets42.81M
GTSRX vs WCMNX Comparison Chart in %
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GTSRX vs. WCMNX commentary
Jul 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 Hold and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
GTSRX has more cash in the bank: 1.75B vs. WCMNX (42.8M). 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 : 0.55 vs. WCMNX (-3.70). WCMNX return over 5 years is better than : 17.80 vs. GTSRX (-28.68).
| 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 | -2.651 | -1.418 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 42.8M | 4,096% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 0.55 | -3.70 | -15% |
| Returns for 3 years | 25.37 | 22.89 | 111% |
| Returns for 5 years | -28.68 | 17.80 | -161% |
| Returns for 10 years | -35.94 | N/A | - |
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