Ad is loading...
GTSVX vs WCMNX
GTSVX vs WCMNX Comparison
Open Charts GTSVX vs WCMNX
Invesco Small Cap Growth R5
Price$34.55
Change+$0.60 (+1.77%)
VolumeN/A
Net Assets1.67B
WCM Small Cap Growth Investor
Price$11.51
Change+$0.24 (+2.13%)
VolumeN/A
Net Assets40.69M
GTSVX vs WCMNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GTSVX vs. WCMNX 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
GTSVX has more cash in the bank: 1.67B vs. WCMNX (40.7M). GTSVX (0.00) and WCMNX (0.00) have matching dividends . GTSVX was incepted earlier than WCMNX: GTSVX (23 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than GTSVX (0.82). 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 : -4.20 vs. WCMNX (-13.78). WCMNX return over 5 years is better than : 53.85 vs. GTSVX (13.55).
| GTSVX | WCMNX | GTSVX / WCMNX | |
| Total Expense Ratio | 0.82 | 1.24 | 66% |
| Annual Report Gross Expense Ratio | 0.82 | 2.11 | 39% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | -11.589 | -11.742 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 1000 | 1,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 40.7M | 4,098% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -4.20 | -13.78 | 31% |
| Returns for 3 years | -8.66 | -9.09 | 95% |
| Returns for 5 years | 13.55 | 53.85 | 25% |
| Returns for 10 years | -17.22 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers