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GTSVX vs WCMLX
GTSVX vs WCMLX Comparison
Open Charts GTSVX vs WCMLX
Invesco Small Cap Growth R5
Price$36.76
Change-$1.38 (-3.62%)
VolumeN/A
Net Assets1.84B
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets40.21M
GTSVX vs WCMLX Comparison Chart
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GTSVX vs. WCMLX commentary
Feb 23, 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 GTSVX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
GTSVX has more cash in the bank: 1.84B vs. WCMLX (40.2M). GTSVX (0.00) and WCMLX (0.00) have matching dividends . GTSVX was incepted earlier than WCMLX: GTSVX (23 years) vs WCMLX (5 years). GTSVX is a more actively managed with annual turnover of: 55.00 vs. WCMLX (48.00). WCMLX has a lower initial minimum investment than GTSVX: WCMLX (100000) vs GTSVX (10000000). GTSVX annual gain was more profitable for investors over the last year : 5.39 vs. WCMLX (-1.40). WCMLX return over 5 years is better than : 15.29 vs. GTSVX (-14.45).
| GTSVX | WCMLX | GTSVX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | -4.271 | -1.477 | 289% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 100000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 40.2M | 4,585% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 5.39 | -1.40 | -385% |
| Returns for 3 years | 1.43 | 7.19 | 20% |
| Returns for 5 years | -14.45 | 15.29 | -95% |
| Returns for 10 years | -10.35 | N/A | - |
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