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INSLX vs WCMSX
INSLX vs WCMSX Comparison
Open Charts INSLX vs WCMSX
Invesco International Small-Mid Com R5
Price$38.69
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets3.41B
WCM International Small Cap Growth Instl
Price$20.97
Change+$0.12 (+0.58%)
VolumeN/A
Net Assets296.85M
INSLX vs WCMSX Comparison Chart
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INSLX vs. WCMSX commentary
Apr 24, 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 Buy.
FUNDAMENTALS
Fundamentals
INSLX has more cash in the bank: 3.41B vs. WCMSX (297M). INSLX pays higher dividends than WCMSX: INSLX (1.74) vs WCMSX (1.36). INSLX was incepted earlier than WCMSX: INSLX (6 years) vs WCMSX (9 years). WCMSX (1.33) is less costly to investors than INSLX (1.06). WCMSX is a more actively managed with annual turnover of: 81.00 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 : 6.74 vs. INSLX (-5.34). WCMSX return over 5 years is better than : 31.55 vs. INSLX (-2.25).
| INSLX | WCMSX | INSLX / WCMSX | |
| Total Expense Ratio | 1.06 | 1.25 | 85% |
| Annual Report Gross Expense Ratio | 1.06 | 1.33 | 80% |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | 5.418 | 0.385 | 1,407% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.41B | 297M | 1,149% |
| Annual Yield % from dividends | 1.74 | 1.36 | 129% |
| Returns for 1 year | -5.34 | 6.74 | -79% |
| Returns for 3 years | -10.31 | 0.44 | -2,322% |
| Returns for 5 years | -2.25 | 31.55 | -7% |
| Returns for 10 years | N/A | N/A | - |
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