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HNSGX vs WCMNX
HNSGX vs WCMNX Comparison
Open Charts HNSGX vs WCMNX
Harbor Small Cap Growth Retirement
Price$12.86
Change+$0.18 (+1.42%)
VolumeN/A
Net Assets1.81B
WCM Small Cap Growth Investor
Price$11.64
Change+$0.13 (+1.13%)
VolumeN/A
Net Assets42.14M
HNSGX vs WCMNX Comparison Chart
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HNSGX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HNSGX has more cash in the bank: 1.81B vs. WCMNX (42.1M). HNSGX pays higher dividends than WCMNX: HNSGX (0.57) vs WCMNX (0.00). HNSGX was incepted earlier than WCMNX: HNSGX (9 years) vs WCMNX (6 years). WCMNX (2.11) is less costly to investors than HNSGX (0.80). WCMNX (83.00) and HNSGX (79.00) have comparable annual turnover. WCMNX has a lower initial minimum investment than HNSGX: WCMNX (1000) vs HNSGX (1000000). WCMNX annual gain was more profitable for investors over the last year : -7.10 vs. HNSGX (-7.78). WCMNX return over 5 years is better than : 19.77 vs. HNSGX (-1.10).
| HNSGX | WCMNX | HNSGX / WCMNX | |
| Total Expense Ratio | 0.80 | 1.24 | 65% |
| Annual Report Gross Expense Ratio | 0.80 | 2.11 | 38% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | -10.071 | -9.299 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | -7.10 | 109% |
| Returns for 3 years | 13.21 | 14.99 | 88% |
| Returns for 5 years | -1.10 | 19.77 | -6% |
| Returns for 10 years | N/A | N/A | - |
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