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INSLX vs WIISX
INSLX vs WIISX Comparison
Open Charts INSLX vs WIISX
Invesco International Small-Mid Com R5
Price$41.41
Change-$0.39 (-0.93%)
VolumeN/A
Net Assets3.62B
William Blair International Sm Cap Gr R6
Price$13.94
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets174.41M
INSLX vs WIISX Comparison Chart
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INSLX vs. WIISX commentary
May 22, 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 WIISX is a Buy.
FUNDAMENTALS
Fundamentals
INSLX has more cash in the bank: 3.62B vs. WIISX (174M). WIISX (1.70) and INSLX (1.66) have matching dividends . INSLX was incepted earlier than WIISX: INSLX (6 years) vs WIISX (20 years). WIISX (1.17) is less costly to investors than INSLX (1.06). WIISX is a more actively managed with annual turnover of: 49.00 vs. INSLX (21.00). INSLX (1000000) and WIISX (1000000) have matching initial minimum investment requirements. WIISX annual gain was more profitable for investors over the last year : 16.75 vs. INSLX (-1.55). WIISX return over 5 years is better than : 13.18 vs. INSLX (-3.97).
| INSLX | WIISX | INSLX / WIISX | |
| Total Expense Ratio | 1.06 | 1.05 | 101% |
| Annual Report Gross Expense Ratio | 1.06 | 1.17 | 91% |
| Fund Existence | 6 years | 20 years | - |
| Gain YTD | 13.803 | 12.874 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.62B | 174M | 2,080% |
| Annual Yield % from dividends | 1.66 | 1.70 | 98% |
| Returns for 1 year | -1.55 | 16.75 | -9% |
| Returns for 3 years | 4.76 | 26.77 | 18% |
| Returns for 5 years | -3.97 | 13.18 | -30% |
| Returns for 10 years | N/A | 10.35 | - |
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