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INSLX vs WCMSX
INSLX vs WCMSX Comparison
Open Charts INSLX vs WCMSX
Invesco International Small-Mid Com R5
Price$37.76
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets3.58B
WCM International Small Cap Growth Instl
Price$21.35
Change+$0.10 (+0.47%)
VolumeN/A
Net Assets300.42M
INSLX vs WCMSX Comparison Chart
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INSLX vs. WCMSX commentary
Jan 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 StrongBuy and WCMSX is a Hold.
FUNDAMENTALS
Fundamentals
INSLX has more cash in the bank: 3.59B vs. WCMSX (300M). 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 : 13.07 vs. INSLX (-7.16). WCMSX return over 5 years is better than : 18.53 vs. INSLX (-19.52).
| 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 | 2.804 | 2.792 | 100% |
| 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 | 300M | 1,195% |
| Annual Yield % from dividends | 1.19 | 0.00 | - |
| Returns for 1 year | -7.16 | 13.07 | -55% |
| Returns for 3 years | -22.41 | -11.25 | 199% |
| Returns for 5 years | -19.52 | 18.53 | -105% |
| Returns for 10 years | N/A | N/A | - |
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