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GTSVX vs WCMLX
GTSVX vs WCMLX Comparison
Open Charts GTSVX vs WCMLX
Invesco Small Cap Growth R5
Price$34.55
Change+$0.60 (+1.77%)
VolumeN/A
Net Assets1.67B
WCM Small Cap Growth Institutional
Price$11.43
Change+$0.08 (+0.70%)
VolumeN/A
Net Assets40.69M
GTSVX vs WCMLX Comparison Chart
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GTSVX vs. WCMLX commentary
Apr 03, 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 Hold.
FUNDAMENTALS
Fundamentals
GTSVX has more cash in the bank: 1.67B vs. WCMLX (40.7M). GTSVX (0.00) and WCMLX (0.00) have matching dividends . GTSVX was incepted earlier than WCMLX: GTSVX (23 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than GTSVX (0.82). 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 : -4.20 vs. WCMLX (-13.62). WCMLX return over 5 years is better than : 55.69 vs. GTSVX (13.55).
| GTSVX | WCMLX | GTSVX / WCMLX | |
| Total Expense Ratio | 0.82 | 0.99 | 83% |
| Annual Report Gross Expense Ratio | 0.82 | 1.86 | 44% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | -11.589 | -11.742 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 100000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 40.7M | 4,098% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -4.20 | -13.62 | 31% |
| Returns for 3 years | -8.66 | -8.47 | 102% |
| Returns for 5 years | 13.55 | 55.69 | 24% |
| Returns for 10 years | -17.22 | N/A | - |
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