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INSLX vs WAGTX
INSLX vs WAGTX Comparison
Open Charts INSLX vs WAGTX
Invesco International Small-Mid Com R5
Price$36.92
Change+$0.15 (+0.41%)
VolumeN/A
Net Assets3.51B
Seven Canyons World Innovators Investor
Price$13.48
Change+$0.10 (+0.75%)
VolumeN/A
Net Assets41.5M
INSLX vs WAGTX Comparison Chart
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INSLX vs. WAGTX commentary
Jan 19, 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: 3.51B vs. WAGTX (41.5M). 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 : 5.39 vs. INSLX (-8.58). INSLX return over 5 years is better than : -21.71 vs. WAGTX (-24.69).
| 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 | 0.517 | -0.809 | -64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.51B | 41.5M | 8,463% |
| Annual Yield % from dividends | 1.19 | 0.00 | - |
| Returns for 1 year | -8.58 | 5.39 | -159% |
| Returns for 3 years | -25.26 | -25.36 | 100% |
| Returns for 5 years | -21.71 | -24.69 | 88% |
| Returns for 10 years | N/A | -30.87 | - |
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