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INSLX vs WCMSX
INSLX vs WCMSX Comparison
Open Charts INSLX vs WCMSX
Invesco International Small-Mid Com R5
Price$37.09
Change+$0.13 (+0.35%)
VolumeN/A
CapitalizationN/A
WCM International Small Cap Growth Instl
Price$20.84
Change+$0.14 (+0.68%)
VolumeN/A
CapitalizationN/A
INSLX vs WCMSX Comparison Chart
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INSLX vs. WCMSX commentary
Dec 24, 2024
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 WCMSX is a Hold.
FUNDAMENTALS
Fundamentals
INSLX has more cash in the bank: 3.58B vs. WCMSX (294M). INSLX pays higher dividends than WCMSX: INSLX (1.19) vs WCMSX (0.00). INSLX was incepted earlier than WCMSX: INSLX (6 years) vs WCMSX (9 years). WCMSX is a more actively managed with annual turnover of: 81.00 vs. INSLX (26.00). 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 : 6.10 vs. INSLX (-11.83). WCMSX return over 5 years is better than : 19.29 vs. INSLX (-20.46).
| INSLX | WCMSX | INSLX / WCMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | -12.728 | 4.679 | -272% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.58B | 294M | 1,218% |
| Annual Yield % from dividends | 1.19 | 0.00 | - |
| Returns for 1 year | -11.83 | 6.10 | -194% |
| Returns for 3 years | -32.14 | -24.31 | 132% |
| Returns for 5 years | -20.46 | 19.29 | -106% |
| Returns for 10 years | N/A | N/A | - |
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