Ad is loading...
INSLX vs WCMSX
INSLX vs WCMSX Comparison
Open Charts INSLX vs WCMSX
Invesco International Small-Mid Com R5
Price$39.04
Change-$0.21 (-0.54%)
VolumeN/A
Net Assets3.59B
WCM International Small Cap Growth Instl
Price$21.76
Change-$0.38 (-1.72%)
VolumeN/A
Net Assets316.48M
INSLX vs WCMSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
INSLX vs. WCMSX 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 WCMSX is a Hold.
FUNDAMENTALS
Fundamentals
INSLX has more cash in the bank: 3.59B vs. WCMSX (316M). 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 : 7.17 vs. INSLX (-7.88). WCMSX return over 5 years is better than : 20.41 vs. INSLX (-13.10).
| 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 | 6.289 | 4.766 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.59B | 316M | 1,137% |
| Annual Yield % from dividends | 1.19 | 0.00 | - |
| Returns for 1 year | -7.88 | 7.17 | -110% |
| Returns for 3 years | -14.64 | -2.33 | 629% |
| Returns for 5 years | -13.10 | 20.41 | -64% |
| Returns for 10 years | N/A | N/A | - |
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 % |
| FTIWX | 13.76 | -0.02 | -0.15% |
| Fidelity Advisor Asset Manager 20% I | |||
| MRJIX | 10.37 | -0.05 | -0.48% |
| Morgan Stanley Multi-Asset Real Return I | |||
| WBIRX | 28.66 | -0.30 | -1.04% |
| William Blair International Growth R6 | |||
| CMJIX | 42.11 | -0.81 | -1.89% |
| Calvert US Mid Cap Core Rspnb Idx I | |||
| ASQAX | 15.45 | -0.48 | -3.01% |
| American Century Small Company A | |||