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OSCIX vs WCMSX
OSCIX vs WCMSX Comparison
Open Charts OSCIX vs WCMSX
Invesco International Small-Mid Com R6
Price$38.60
Change-$0.21 (-0.54%)
VolumeN/A
Net Assets3.59B
WCM International Small Cap Growth Instl
Price$21.76
Change-$0.38 (-1.72%)
VolumeN/A
Net Assets316.48M
OSCIX vs WCMSX Comparison Chart
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OSCIX vs. WCMSX commentary
Feb 23, 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: 3.59B vs. WCMSX (316M). OSCIX pays higher dividends than WCMSX: OSCIX (1.20) vs WCMSX (0.00). OSCIX was incepted earlier than WCMSX: OSCIX (13 years) vs WCMSX (9 years). WCMSX is a more actively managed with annual turnover of: 81.00 vs. OSCIX (26.00). 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 : 7.17 vs. OSCIX (-7.89). WCMSX return over 5 years is better than : 20.41 vs. OSCIX (-13.22).
| OSCIX | WCMSX | OSCIX / WCMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 6.278 | 4.766 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.59B | 316M | 1,137% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | -7.89 | 7.17 | -110% |
| Returns for 3 years | -14.65 | -2.33 | 629% |
| Returns for 5 years | -13.22 | 20.41 | -65% |
| Returns for 10 years | 20.98 | N/A | - |
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