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INSLX vs WCMSX
INSLX vs WCMSX Comparison
Open Charts INSLX vs WCMSX
Invesco International Small-Mid Com R5
Price$42.71
Change+$0.13 (+0.31%)
VolumeN/A
Net Assets3.5B
WCM International Small Cap Growth Instl
Price$25.42
Change-$0.23 (-0.90%)
VolumeN/A
Net Assets329.31M
INSLX vs WCMSX Comparison Chart in %
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INSLX vs. WCMSX commentary
Oct 19, 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 Buy and WCMSX is a Hold.
FUNDAMENTALS
Fundamentals
INSLX has more cash in the bank: 3.5B vs. WCMSX (329M). INSLX pays higher dividends than WCMSX: INSLX (1.54) vs WCMSX (1.04). INSLX was incepted earlier than WCMSX: INSLX (6 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 : 21.59 vs. INSLX (-2.02). WCMSX return over 5 years is better than : 7.52 vs. INSLX (-19.26).
| INSLX | WCMSX | INSLX / WCMSX | |
| Total Expense Ratio | 1.06 | 1.26 | 84% |
| Annual Report Gross Expense Ratio | 1.06 | 1.32 | 80% |
| Fund Existence | 6 years | 10 years | - |
| Gain YTD | 16.281 | 22.388 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.5B | 329M | 1,065% |
| Annual Yield % from dividends | 1.54 | 1.04 | 148% |
| Returns for 1 year | -2.02 | 21.59 | -9% |
| Returns for 3 years | 23.78 | 65.64 | 36% |
| Returns for 5 years | -19.26 | 7.52 | -256% |
| Returns for 10 years | N/A | N/A | - |
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