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GTSVX
Price
$41.35
Change
+$0.50 (+1.22%)
Updated
Nov 22 closing price
WCMLX
Price
$13.92
Change
+$0.19 (+1.38%)
Updated
Nov 22 closing price
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GTSVX vs WCMLX

Header iconGTSVX vs WCMLX Comparison
Open Charts GTSVX vs WCMLXBanner chart's image
Invesco Small Cap Growth R5
Price$41.35
Change+$0.50 (+1.22%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$13.92
Change+$0.19 (+1.38%)
VolumeN/A
CapitalizationN/A
GTSVX vs WCMLX Comparison Chart
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GTSVX vs. WCMLX commentary
Nov 23, 2024

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 StrongBuy and WCMLX is a StrongBuy.

FUNDAMENTALS
Fundamentals
GTSVX has more cash in the bank: 2.15B vs. WCMLX (41.9M). 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 : 38.62 vs. WCMLX (24.29). WCMLX return over 5 years is better than : 36.20 vs. GTSVX (-3.52).
GTSVXWCMLXGTSVX / WCMLX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years5 years-
Gain YTD25.56912.895198%
Front LoadN/AN/A-
Min. Initial Investment1000000010000010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.15B41.9M5,124%
Annual Yield % from dividends0.000.00-
Returns for 1 year38.6224.29159%
Returns for 3 years-34.60-9.61360%
Returns for 5 years-3.5236.20-10%
Returns for 10 years-9.97N/A-
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