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HNSGX vs WCMLX
HNSGX vs WCMLX Comparison
Open Charts HNSGX vs WCMLX
Harbor Small Cap Growth Retirement
Price$14.79
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets2B
WCM Small Cap Growth Institutional
Price$13.79
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets42.84M
HNSGX vs WCMLX Comparison Chart
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HNSGX vs. WCMLX commentary
Jan 23, 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: 2B vs. WCMLX (42.8M). 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). WCMLX (11.39) and HNSGX (11.36) have marching annual gain over last year. WCMLX return over 5 years is better than : 28.64 vs. HNSGX (3.71).
| HNSGX | WCMLX | HNSGX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | 4.894 | 7.232 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2B | 42.8M | 4,668% |
| Annual Yield % from dividends | 0.09 | 0.00 | - |
| Returns for 1 year | 11.36 | 11.39 | 100% |
| Returns for 3 years | 13.78 | 15.01 | 92% |
| Returns for 5 years | 3.71 | 28.64 | 13% |
| Returns for 10 years | N/A | N/A | - |
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