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INSLX vs VIISX
INSLX vs VIISX Comparison
Open Charts INSLX vs VIISX
Invesco International Small-Mid Com R5
Price$37.31
Change+$0.84 (+2.30%)
VolumeN/A
Net Assets3.24B
Virtus KAR International Small-Mid Cap I
Price$19.73
Change+$0.42 (+2.18%)
VolumeN/A
Net Assets929.45M
INSLX vs VIISX Comparison Chart
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INSLX vs. VIISX commentary
Apr 12, 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 INSLX is a Hold and VIISX is a Hold.
FUNDAMENTALS
Fundamentals
INSLX has more cash in the bank: 3.24B vs. VIISX (929M). VIISX (1.81) and INSLX (1.74) have matching dividends . INSLX was incepted earlier than VIISX: INSLX (6 years) vs VIISX (13 years). VIISX (1.18) is less costly to investors than INSLX (1.06). INSLX is a more actively managed with annual turnover of: 21.00 vs. VIISX (19.00). VIISX has a lower initial minimum investment than INSLX: VIISX (100000) vs INSLX (1000000). VIISX annual gain was more profitable for investors over the last year : 9.55 vs. INSLX (-12.96). VIISX return over 5 years is better than : 37.49 vs. INSLX (-4.61).
| INSLX | VIISX | INSLX / VIISX | |
| Total Expense Ratio | 1.06 | 1.18 | 90% |
| Annual Report Gross Expense Ratio | 1.06 | 1.18 | 90% |
| Fund Existence | 6 years | 13 years | - |
| Gain YTD | -0.708 | 3.428 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.24B | 929M | 348% |
| Annual Yield % from dividends | 1.74 | 1.81 | 96% |
| Returns for 1 year | -12.96 | 9.55 | -136% |
| Returns for 3 years | -17.48 | 11.03 | -159% |
| Returns for 5 years | -4.61 | 37.49 | -12% |
| Returns for 10 years | N/A | 71.46 | - |
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