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HNSGX
Price
$15.80
Change
+$0.27 (+1.74%)
Updated
Nov 22 closing price
WCMLX
Price
$13.92
Change
+$0.19 (+1.38%)
Updated
Nov 22 closing price
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HNSGX vs WCMLX

Header iconHNSGX vs WCMLX Comparison
Open Charts HNSGX vs WCMLXBanner chart's image
Harbor Small Cap Growth Retirement
Price$15.80
Change+$0.27 (+1.74%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$13.92
Change+$0.19 (+1.38%)
VolumeN/A
CapitalizationN/A
HNSGX vs WCMLX Comparison Chart
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HNSGX vs. WCMLX commentary
Nov 23, 2024

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: 1.89B vs. WCMLX (41.9M). HNSGX pays higher dividends than WCMLX: HNSGX (0.09) vs WCMLX (0.00). HNSGX was incepted earlier than WCMLX: HNSGX (9 years) vs WCMLX (5 years). HNSGX is a more actively managed with annual turnover of: 83.00 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 : 34.15 vs. WCMLX (24.29). WCMLX return over 5 years is better than : 36.20 vs. HNSGX (15.53).
HNSGXWCMLXHNSGX / WCMLX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence9 years5 years-
Gain YTD18.44112.895143%
Front LoadN/AN/A-
Min. Initial Investment10000001000001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.89B41.9M4,511%
Annual Yield % from dividends0.090.00-
Returns for 1 year34.1524.29141%
Returns for 3 years-19.59-9.61204%
Returns for 5 years15.5336.2043%
Returns for 10 yearsN/AN/A-
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