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INSLX vs WCMSX
INSLX vs WCMSX Comparison
Open Charts INSLX vs WCMSX
Invesco International Small-Mid Com R5
Price$41.61
Change-$0.06 (-0.14%)
VolumeN/A
Net Assets3.56B
WCM International Small Cap Growth Instl
Price$23.90
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets342.12M
INSLX vs WCMSX Comparison Chart
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INSLX vs. WCMSX commentary
Jun 02, 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 Buy and WCMSX is a Hold.
FUNDAMENTALS
Fundamentals
INSLX has more cash in the bank: 3.56B vs. WCMSX (342M). INSLX pays higher dividends than WCMSX: INSLX (1.59) vs WCMSX (1.14). INSLX was incepted earlier than WCMSX: INSLX (6 years) vs WCMSX (10 years). WCMSX (1.32) is less costly to investors than INSLX (1.06). WCMSX is a more actively managed with annual turnover of: 107.00 vs. INSLX (21.00). WCMSX has a lower initial minimum investment than INSLX: WCMSX (100000) vs INSLX (1000000). WCMSX annual gain was more profitable for investors over the last year : 18.69 vs. INSLX (0.06). WCMSX return over 5 years is better than : 25.53 vs. INSLX (-8.28).
| INSLX | WCMSX | INSLX / WCMSX | |
| Total Expense Ratio | 1.06 | 1.26 | 84% |
| Annual Report Gross Expense Ratio | 1.06 | 1.32 | 80% |
| Fund Existence | 6 years | 10 years | - |
| Gain YTD | 13.286 | 15.070 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.56B | 342M | 1,041% |
| Annual Yield % from dividends | 1.59 | 1.14 | 139% |
| Returns for 1 year | 0.06 | 18.69 | 0% |
| Returns for 3 years | 0.65 | 24.37 | 3% |
| Returns for 5 years | -8.28 | 25.53 | -32% |
| Returns for 10 years | N/A | N/A | - |
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