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INSLX vs WCMSX
INSLX vs WCMSX Comparison
Open Charts INSLX vs WCMSX
Invesco International Small-Mid Com R5
Price$43.40
Change+$0.20 (+0.46%)
VolumeN/A
Net Assets3.66B
WCM International Small Cap Growth Instl
Price$26.28
Change+$0.10 (+0.38%)
VolumeN/A
Net Assets346.87M
INSLX vs WCMSX Comparison Chart in %
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INSLX vs. WCMSX commentary
Aug 29, 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 Hold and WCMSX is a Hold.
FUNDAMENTALS
Fundamentals
INSLX has more cash in the bank: 3.66B vs. WCMSX (347M). INSLX pays higher dividends than WCMSX: INSLX (1.57) vs WCMSX (1.06). 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 : 24.00 vs. INSLX (-2.98). WCMSX return over 5 years is better than : 16.27 vs. INSLX (-14.95).
| 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 | 17.615 | 26.047 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.66B | 347M | 1,054% |
| Annual Yield % from dividends | 1.57 | 1.06 | 148% |
| Returns for 1 year | -2.98 | 24.00 | -12% |
| Returns for 3 years | 14.19 | 54.67 | 26% |
| Returns for 5 years | -14.95 | 16.27 | -92% |
| Returns for 10 years | N/A | N/A | - |
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