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GTSRX vs WCMNX
GTSRX vs WCMNX Comparison
Open Charts GTSRX vs WCMNX
Invesco Small Cap Growth R
Price$21.80
Change+$0.20 (+0.93%)
VolumeN/A
Net Assets1.65B
WCM Small Cap Growth Investor
Price$11.64
Change+$0.13 (+1.13%)
VolumeN/A
Net Assets42.14M
GTSRX vs WCMNX Comparison Chart
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GTSRX vs. WCMNX commentary
May 09, 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: 1.65B vs. WCMNX (42.1M). GTSRX (0.00) and WCMNX (0.00) have matching dividends . GTSRX was incepted earlier than WCMNX: GTSRX (23 years) vs WCMNX (6 years). WCMNX (2.11) is less costly to investors than GTSRX (1.42). 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 : -4.04 vs. WCMNX (-7.10). WCMNX return over 5 years is better than : 19.77 vs. GTSRX (-29.78).
| 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 | 6 years | - |
| Gain YTD | -11.909 | -9.299 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.65B | 42.1M | 3,919% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -4.04 | -7.10 | 57% |
| Returns for 3 years | 11.34 | 14.99 | 76% |
| Returns for 5 years | -29.78 | 19.77 | -151% |
| Returns for 10 years | -40.17 | N/A | - |
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