Interact to see
Advertisement
Advertisement
INSLX vs WCMSX
INSLX vs WCMSX Comparison
Open Charts INSLX vs WCMSX
Invesco International Small-Mid Com R5
Price$42.76
Change-$0.24 (-0.56%)
VolumeN/A
Net Assets3.83B
WCM International Small Cap Growth Instl
Price$25.64
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets339.26M
INSLX vs WCMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
INSLX vs. WCMSX commentary
Jul 17, 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 Buy.
FUNDAMENTALS
Fundamentals
INSLX has more cash in the bank: 3.83B vs. WCMSX (339M). INSLX pays higher dividends than WCMSX: INSLX (1.53) 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 : 22.19 vs. INSLX (1.01). WCMSX return over 5 years is better than : 22.14 vs. INSLX (-8.75).
| 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 | 17.071 | 23.399 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.83B | 339M | 1,131% |
| Annual Yield % from dividends | 1.53 | 1.06 | 144% |
| Returns for 1 year | 1.01 | 22.19 | 5% |
| Returns for 3 years | 14.78 | 55.50 | 27% |
| Returns for 5 years | -8.75 | 22.14 | -40% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BAEIX | 22.01 | N/A | N/A |
| Sterling Capital Equity Income A | |||
| HEOIX | 17.70 | N/A | N/A |
| Hartford Climate Opportunities I | |||
| ASISX | 29.39 | N/A | N/A |
| Invesco EQV Asia Pacific Equity R6 | |||
| BALFX | 36.70 | -0.14 | -0.38% |
| American Funds American Balanced F1 | |||
| JDWAX | 124.13 | -0.58 | -0.47% |
| Janus Henderson Global Research A | |||