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INSLX vs WCMSX
INSLX vs WCMSX Comparison
Open Charts INSLX vs WCMSX
Invesco International Small-Mid Com R5
Price$41.30
Change-$0.32 (-0.77%)
VolumeN/A
CapitalizationN/A
WCM International Small Cap Growth Instl
Price$20.70
Change-$0.20 (-0.96%)
VolumeN/A
CapitalizationN/A
INSLX vs WCMSX Comparison Chart
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INSLX vs. WCMSX commentary
Nov 18, 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 StrongSell.
FUNDAMENTALS
Fundamentals
INSLX has more cash in the bank: 3.82B vs. WCMSX (275M). INSLX pays higher dividends than WCMSX: INSLX (1.19) vs WCMSX (0.00). INSLX was incepted earlier than WCMSX: INSLX (5 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 : 17.48 vs. INSLX (5.21). WCMSX return over 5 years is better than : 23.88 vs. INSLX (-14.05).
| INSLX | WCMSX | INSLX / WCMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | -4.442 | 2.679 | -166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.82B | 275M | 1,389% |
| Annual Yield % from dividends | 1.19 | 0.00 | - |
| Returns for 1 year | 5.21 | 17.48 | 30% |
| Returns for 3 years | -34.84 | -37.39 | 93% |
| Returns for 5 years | -14.05 | 23.88 | -59% |
| Returns for 10 years | N/A | N/A | - |
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