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INSLX vs WCMSX
INSLX vs WCMSX Comparison
Open Charts INSLX vs WCMSX
Invesco International Small-Mid Com R5
Price$42.76
Change+$0.04 (+0.09%)
VolumeN/A
Net Assets2.7B
WCM International Small Cap Growth Instl
Price$24.36
Change-$0.12 (-0.49%)
VolumeN/A
Net Assets319.73M
INSLX vs WCMSX Comparison Chart in %
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INSLX vs. WCMSX commentary
Dec 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 INSLX is a Hold and WCMSX is a Buy.
FUNDAMENTALS
Fundamentals
INSLX has more cash in the bank: 2.7B vs. WCMSX (320M). 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 : 15.89 vs. INSLX (2.25). WCMSX return over 5 years is better than : -3.43 vs. INSLX (-23.16).
| 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 | 16.308 | 17.862 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.7B | 320M | 844% |
| Annual Yield % from dividends | 1.55 | 1.10 | 141% |
| Returns for 1 year | 2.25 | 15.89 | 14% |
| Returns for 3 years | 6.44 | 41.41 | 16% |
| Returns for 5 years | -23.16 | -3.43 | 675% |
| Returns for 10 years | N/A | 145.02 | - |
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