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GTSVX vs WCMNX
GTSVX vs WCMNX Comparison
Open Charts GTSVX vs WCMNX
Invesco Small Cap Growth R5
Price$36.76
Change-$1.38 (-3.62%)
VolumeN/A
Net Assets1.84B
WCM Small Cap Growth Investor
Price$12.50
Change-$0.40 (-3.10%)
VolumeN/A
Net Assets40.21M
GTSVX vs WCMNX Comparison Chart
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GTSVX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
GTSVX has more cash in the bank: 1.84B vs. WCMNX (40.2M). GTSVX (0.00) and WCMNX (0.00) have matching dividends . GTSVX was incepted earlier than WCMNX: GTSVX (23 years) vs WCMNX (5 years). GTSVX is a more actively managed with annual turnover of: 55.00 vs. WCMNX (48.00). WCMNX has a lower initial minimum investment than GTSVX: WCMNX (1000) vs GTSVX (10000000). GTSVX annual gain was more profitable for investors over the last year : 5.39 vs. WCMNX (-1.65). WCMNX return over 5 years is better than : 13.84 vs. GTSVX (-14.45).
| GTSVX | WCMNX | GTSVX / WCMNX | |
| 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 | -1.497 | 285% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 1000 | 1,000,000% |
| 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 | -1.65 | -326% |
| Returns for 3 years | 1.43 | 6.38 | 22% |
| Returns for 5 years | -14.45 | 13.84 | -104% |
| Returns for 10 years | -10.35 | N/A | - |
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