Interact to see
Advertisement
Advertisement
INSLX vs WCMSX
INSLX vs WCMSX Comparison
Open Charts INSLX vs WCMSX
Invesco International Small-Mid Com R5
Price$35.97
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets2.59B
WCM International Small Cap Growth Instl
Price$24.49
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets315.13M
INSLX vs WCMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
INSLX vs. WCMSX commentary
Dec 26, 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 INSLX is a StrongBuy and WCMSX is a Hold.
FUNDAMENTALS
Fundamentals
INSLX has more cash in the bank: 2.59B vs. WCMSX (315M). INSLX pays higher dividends than WCMSX: INSLX (1.55) vs WCMSX (1.10). INSLX was incepted earlier than WCMSX: INSLX (7 years) vs WCMSX (10 years). WCMSX (1.32) is less costly to investors than INSLX (1.06). WCMSX is a more actively managed with annual turnover of: 107.00 vs. INSLX (21.00). WCMSX has a lower initial minimum investment than INSLX: WCMSX (100000) vs INSLX (1000000). WCMSX annual gain was more profitable for investors over the last year : 17.18 vs. INSLX (-2.97). WCMSX return over 5 years is better than : -5.96 vs. INSLX (-31.80).
| INSLX | WCMSX | INSLX / WCMSX | |
| Total Expense Ratio | 1.06 | 1.26 | 84% |
| Annual Report Gross Expense Ratio | 1.06 | 1.32 | 80% |
| Fund Existence | 7 years | 10 years | - |
| Gain YTD | -2.069 | 17.910 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.59B | 315M | 823% |
| Annual Yield % from dividends | 1.55 | 1.10 | 141% |
| Returns for 1 year | -2.97 | 17.18 | -17% |
| Returns for 3 years | -5.24 | 51.96 | -10% |
| Returns for 5 years | -31.80 | -5.96 | 534% |
| Returns for 10 years | N/A | 147.50 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement