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OSMCX vs WCMSX
OSMCX vs WCMSX Comparison
Open Charts OSMCX vs WCMSX
Invesco International Small-Mid Com C
Price$31.14
Change-$0.51 (-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
OSMCX vs WCMSX Comparison Chart
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OSMCX 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 OSMCX is a Hold and WCMSX is a Hold.
FUNDAMENTALS
Fundamentals
OSMCX has more cash in the bank: 3.38B vs. WCMSX (292M). WCMSX pays higher dividends than OSMCX: WCMSX (1.36) vs OSMCX (0.53). OSMCX was incepted earlier than WCMSX: OSMCX (27 years) vs WCMSX (9 years). OSMCX (2.13) is less costly to investors than WCMSX (1.33). WCMSX is a more actively managed with annual turnover of: 81.00 vs. OSMCX (21.00). OSMCX has a lower initial minimum investment than WCMSX: OSMCX (1000) vs WCMSX (100000). WCMSX annual gain was more profitable for investors over the last year : 0.09 vs. OSMCX (-12.99). WCMSX return over 5 years is better than : 54.41 vs. OSMCX (-1.99).
| OSMCX | WCMSX | OSMCX / WCMSX | |
| Total Expense Ratio | 2.13 | 1.25 | 170% |
| Annual Report Gross Expense Ratio | 2.13 | 1.33 | 160% |
| Fund Existence | 27 years | 9 years | - |
| Gain YTD | 2.593 | -1.107 | -234% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.38B | 292M | 1,159% |
| Annual Yield % from dividends | 0.53 | 1.36 | 39% |
| Returns for 1 year | -12.99 | 0.09 | -13,886% |
| Returns for 3 years | -23.58 | -11.53 | 205% |
| Returns for 5 years | -1.99 | 54.41 | -4% |
| Returns for 10 years | -3.28 | N/A | - |
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