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HNSGX vs WCMLX
HNSGX vs WCMLX Comparison
Open Charts HNSGX vs WCMLX
Harbor Small Cap Growth Retirement
Price$12.86
Change+$0.18 (+1.42%)
VolumeN/A
Net Assets1.81B
WCM Small Cap Growth Institutional
Price$11.80
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets42.14M
HNSGX vs WCMLX Comparison Chart
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HNSGX vs. WCMLX commentary
May 09, 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: 1.81B vs. WCMLX (42.1M). HNSGX pays higher dividends than WCMLX: HNSGX (0.57) vs WCMLX (0.00). HNSGX was incepted earlier than WCMLX: HNSGX (9 years) vs WCMLX (6 years). WCMLX (1.86) is less costly to investors than HNSGX (0.80). WCMLX (83.00) and HNSGX (79.00) have comparable annual turnover. WCMLX has a lower initial minimum investment than HNSGX: WCMLX (100000) vs HNSGX (1000000). WCMLX annual gain was more profitable for investors over the last year : -6.86 vs. HNSGX (-7.78). WCMLX return over 5 years is better than : 21.31 vs. HNSGX (-1.10).
| 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 | 6 years | - |
| Gain YTD | -10.071 | -9.253 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.81B | 42.1M | 4,304% |
| Annual Yield % from dividends | 0.57 | 0.00 | - |
| Returns for 1 year | -7.78 | -6.86 | 113% |
| Returns for 3 years | 13.21 | 15.89 | 83% |
| Returns for 5 years | -1.10 | 21.31 | -5% |
| Returns for 10 years | N/A | N/A | - |
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