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OSMYX vs WCMSX
OSMYX vs WCMSX Comparison
Open Charts OSMYX vs WCMSX
Invesco International Small-Mid Com Y
Price$36.56
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
OSMYX vs WCMSX Comparison Chart
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OSMYX 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 OSMYX is a Hold and WCMSX is a Hold.
FUNDAMENTALS
Fundamentals
OSMYX has more cash in the bank: 3.38B vs. WCMSX (292M). OSMYX pays higher dividends than WCMSX: OSMYX (1.68) vs WCMSX (1.36). OSMYX was incepted earlier than WCMSX: OSMYX (20 years) vs WCMSX (9 years). WCMSX (1.33) is less costly to investors than OSMYX (1.13). WCMSX is a more actively managed with annual turnover of: 81.00 vs. OSMYX (21.00). OSMYX has a lower initial minimum investment than WCMSX: OSMYX (1000) vs WCMSX (100000). WCMSX annual gain was more profitable for investors over the last year : 0.09 vs. OSMYX (-10.93). WCMSX return over 5 years is better than : 54.41 vs. OSMYX (7.22).
| OSMYX | WCMSX | OSMYX / WCMSX | |
| Total Expense Ratio | 1.13 | 1.25 | 90% |
| Annual Report Gross Expense Ratio | 1.13 | 1.33 | 85% |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | 2.879 | -1.107 | -260% |
| 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 | 1.68 | 1.36 | 124% |
| Returns for 1 year | -10.93 | 0.09 | -11,685% |
| Returns for 3 years | -19.94 | -11.53 | 173% |
| Returns for 5 years | 7.22 | 54.41 | 13% |
| Returns for 10 years | 12.50 | N/A | - |
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