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HNSGX vs WCMLX
HNSGX vs WCMLX Comparison
Open Charts HNSGX vs WCMLX
Harbor Small Cap Growth Retirement
Price$12.10
Change+$0.11 (+0.92%)
VolumeN/A
Net Assets1.71B
WCM Small Cap Growth Institutional
Price$10.81
Change+$0.10 (+0.93%)
VolumeN/A
Net Assets38.8M
HNSGX vs WCMLX Comparison Chart
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HNSGX vs. WCMLX commentary
Apr 18, 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 HNSGX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HNSGX has more cash in the bank: 1.71B vs. WCMLX (38.8M). HNSGX pays higher dividends than WCMLX: HNSGX (0.57) vs WCMLX (0.00). HNSGX was incepted earlier than WCMLX: HNSGX (9 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than HNSGX (0.80). HNSGX is a more actively managed with annual turnover of: 79.00 vs. WCMLX (48.00). WCMLX has a lower initial minimum investment than HNSGX: WCMLX (100000) vs HNSGX (1000000). HNSGX annual gain was more profitable for investors over the last year : -9.93 vs. WCMLX (-12.36). WCMLX return over 5 years is better than : 23.25 vs. HNSGX (2.41).
| HNSGX | WCMLX | HNSGX / WCMLX | |
| Total Expense Ratio | 0.80 | 0.99 | 81% |
| Annual Report Gross Expense Ratio | 0.80 | 1.86 | 43% |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | -14.965 | -16.719 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.71B | 38.8M | 4,399% |
| Annual Yield % from dividends | 0.57 | 0.00 | - |
| Returns for 1 year | -9.93 | -12.36 | 80% |
| Returns for 3 years | -5.82 | -8.07 | 72% |
| Returns for 5 years | 2.41 | 23.25 | 10% |
| Returns for 10 years | N/A | N/A | - |
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