Ad is loading...
INSLX vs WAGTX
INSLX vs WAGTX Comparison
Open Charts INSLX vs WAGTX
Invesco International Small-Mid Com R5
Price$39.04
Change-$0.21 (-0.54%)
VolumeN/A
Net Assets3.59B
Seven Canyons World Innovators Investor
Price$14.42
Change-$0.09 (-0.62%)
VolumeN/A
Net Assets42.75M
INSLX vs WAGTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
INSLX vs. WAGTX 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 INSLX is a StrongBuy and WAGTX is a Hold.
FUNDAMENTALS
Fundamentals
INSLX has more cash in the bank: 3.59B vs. WAGTX (42.7M). INSLX pays higher dividends than WAGTX: INSLX (1.19) vs WAGTX (0.00). INSLX was incepted earlier than WAGTX: INSLX (6 years) vs WAGTX (24 years). WAGTX is a more actively managed with annual turnover of: 114.00 vs. INSLX (26.00). WAGTX has a lower initial minimum investment than INSLX: WAGTX (2000) vs INSLX (1000000). WAGTX annual gain was more profitable for investors over the last year : 11.96 vs. INSLX (-7.88). INSLX return over 5 years is better than : -13.10 vs. WAGTX (-17.69).
| INSLX | WAGTX | INSLX / WAGTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 6.289 | 6.107 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.59B | 42.7M | 8,412% |
| Annual Yield % from dividends | 1.19 | 0.00 | - |
| Returns for 1 year | -7.88 | 11.96 | -66% |
| Returns for 3 years | -14.64 | -9.88 | 148% |
| Returns for 5 years | -13.10 | -17.69 | 74% |
| Returns for 10 years | N/A | -30.41 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FIRCX | 8.85 | -0.02 | -0.23% |
| Fidelity Advisor Intl Real Estate C | |||
| DGLYX | 21.27 | -0.24 | -1.12% |
| BNY Mellon Global Stock - Y | |||
| SUTZX | 15.66 | -0.29 | -1.82% |
| AB Sustainable US Thematic Z | |||
| JFRDX | 51.80 | -1.10 | -2.08% |
| Janus Henderson Forty D | |||
| FMCAX | 42.80 | -1.24 | -2.82% |
| Fidelity Advisor Stock Selec Mid Cp M | |||