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HNSGX vs WCMLX
HNSGX vs WCMLX Comparison
Open Charts HNSGX vs WCMLX
Harbor Small Cap Growth Retirement
Price$13.66
Change-$0.21 (-1.51%)
VolumeN/A
Net Assets1.91B
WCM Small Cap Growth Institutional
Price$11.97
Change-$0.22 (-1.80%)
VolumeN/A
Net Assets41.48M
HNSGX vs WCMLX Comparison Chart
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HNSGX vs. WCMLX commentary
Jun 15, 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: 1.91B vs. WCMLX (41.5M). HNSGX pays higher dividends than WCMLX: HNSGX (0.54) vs WCMLX (0.00). HNSGX was incepted earlier than WCMLX: HNSGX (9 years) vs WCMLX (6 years). WCMLX (1.79) 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). HNSGX annual gain was more profitable for investors over the last year : -0.07 vs. WCMLX (-1.53). WCMLX return over 5 years is better than : 23.01 vs. HNSGX (2.65).
| HNSGX | WCMLX | HNSGX / WCMLX | |
| Total Expense Ratio | 0.80 | 0.99 | 81% |
| Annual Report Gross Expense Ratio | 0.80 | 1.79 | 45% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | -3.121 | -5.210 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 41.5M | 4,598% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | -0.07 | -1.53 | 5% |
| Returns for 3 years | 23.60 | 26.98 | 87% |
| Returns for 5 years | 2.65 | 23.01 | 12% |
| Returns for 10 years | N/A | N/A | - |
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