Ad is loading...
OSCIX vs WCMSX
OSCIX vs WCMSX Comparison
Open Charts OSCIX vs WCMSX
Invesco International Small-Mid Com R6
Price$38.26
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets3.41B
WCM International Small Cap Growth Instl
Price$20.97
Change+$0.12 (+0.58%)
VolumeN/A
Net Assets296.85M
OSCIX vs WCMSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OSCIX vs. WCMSX commentary
Apr 24, 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 Buy and WCMSX is a Buy.
FUNDAMENTALS
Fundamentals
OSCIX has more cash in the bank: 3.41B vs. WCMSX (297M). 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 : 6.74 vs. OSCIX (-5.34). WCMSX return over 5 years is better than : 31.55 vs. OSCIX (-2.35).
| 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 | 5.424 | 0.385 | 1,408% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.41B | 297M | 1,149% |
| Annual Yield % from dividends | 1.85 | 1.36 | 137% |
| Returns for 1 year | -5.34 | 6.74 | -79% |
| Returns for 3 years | -10.32 | 0.44 | -2,324% |
| Returns for 5 years | -2.35 | 31.55 | -7% |
| Returns for 10 years | 16.21 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...