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OSCIX vs WCMSX
OSCIX vs WCMSX Comparison
Open Charts OSCIX vs WCMSX
Invesco International Small-Mid Com R6
Price$36.78
Change-$0.60 (-1.61%)
VolumeN/A
Net Assets3.38B
WCM International Small Cap Growth Instl
Price$20.16
Change-$0.38 (-1.85%)
VolumeN/A
Net Assets292.2M
OSCIX vs WCMSX Comparison Chart
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OSCIX vs. WCMSX commentary
Apr 04, 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 OSCIX is a Hold and WCMSX is a Hold.
FUNDAMENTALS
Fundamentals
OSCIX has more cash in the bank: 3.38B vs. WCMSX (292M). OSCIX pays higher dividends than WCMSX: OSCIX (1.85) vs WCMSX (1.36). OSCIX was incepted earlier than WCMSX: OSCIX (13 years) vs WCMSX (9 years). WCMSX (1.33) is less costly to investors than OSCIX (0.99). WCMSX is a more actively managed with annual turnover of: 81.00 vs. OSCIX (21.00). WCMSX has a lower initial minimum investment than OSCIX: WCMSX (100000) vs OSCIX (1000000). WCMSX annual gain was more profitable for investors over the last year : 0.09 vs. OSCIX (-10.76). WCMSX return over 5 years is better than : 54.41 vs. OSCIX (8.09).
| OSCIX | WCMSX | OSCIX / WCMSX | |
| Total Expense Ratio | 0.99 | 1.25 | 79% |
| Annual Report Gross Expense Ratio | 0.99 | 1.33 | 74% |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 2.919 | -1.107 | -264% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.38B | 292M | 1,159% |
| Annual Yield % from dividends | 1.85 | 1.36 | 137% |
| Returns for 1 year | -10.76 | 0.09 | -11,502% |
| Returns for 3 years | -19.56 | -11.53 | 170% |
| Returns for 5 years | 8.09 | 54.41 | 15% |
| Returns for 10 years | 14.26 | N/A | - |
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