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HNSGX vs WCMNX
HNSGX vs WCMNX Comparison
Open Charts HNSGX vs WCMNX
Harbor Small Cap Growth Retirement
Price$12.10
Change+$0.11 (+0.92%)
VolumeN/A
Net Assets1.71B
WCM Small Cap Growth Investor
Price$10.67
Change+$0.10 (+0.95%)
VolumeN/A
Net Assets38.8M
HNSGX vs WCMNX Comparison Chart
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HNSGX vs. WCMNX commentary
Apr 18, 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: 1.71B vs. WCMNX (38.8M). HNSGX pays higher dividends than WCMNX: HNSGX (0.57) vs WCMNX (0.00). HNSGX was incepted earlier than WCMNX: HNSGX (9 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than HNSGX (0.80). HNSGX is a more actively managed with annual turnover of: 79.00 vs. WCMNX (48.00). WCMNX has a lower initial minimum investment than HNSGX: WCMNX (1000) vs HNSGX (1000000). HNSGX annual gain was more profitable for investors over the last year : -9.93 vs. WCMNX (-12.50). WCMNX return over 5 years is better than : 21.77 vs. HNSGX (2.41).
| 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 | 5 years | - |
| Gain YTD | -14.965 | -16.706 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.71B | 38.8M | 4,399% |
| Annual Yield % from dividends | 0.57 | 0.00 | - |
| Returns for 1 year | -9.93 | -12.50 | 79% |
| Returns for 3 years | -5.82 | -8.72 | 67% |
| Returns for 5 years | 2.41 | 21.77 | 11% |
| Returns for 10 years | N/A | N/A | - |
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