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GTSVX vs WCMNX
GTSVX vs WCMNX Comparison
Open Charts GTSVX vs WCMNX
Invesco Small Cap Growth R5
Price$38.83
Change-$0.03 (-0.08%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$12.77
Change-$0.02 (-0.16%)
VolumeN/A
CapitalizationN/A
GTSVX vs WCMNX Comparison Chart
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GTSVX vs. WCMNX commentary
Dec 24, 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 Buy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
GTSVX has more cash in the bank: 2.03B vs. WCMNX (40.5M). 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 : 17.99 vs. WCMNX (4.33). WCMNX return over 5 years is better than : 21.50 vs. GTSVX (-5.68).
| 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 | 17.917 | 4.672 | 383% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 1000 | 1,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.03B | 40.5M | 5,000% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 17.99 | 4.33 | 415% |
| Returns for 3 years | -15.88 | -7.66 | 207% |
| Returns for 5 years | -5.68 | 21.50 | -26% |
| Returns for 10 years | -1.54 | N/A | - |
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