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HNSGX vs WCMNX
HNSGX vs WCMNX Comparison
Open Charts HNSGX vs WCMNX
Harbor Small Cap Growth Retirement
Price$13.66
Change-$0.21 (-1.51%)
VolumeN/A
Net Assets1.91B
WCM Small Cap Growth Investor
Price$11.80
Change-$0.22 (-1.83%)
VolumeN/A
Net Assets41.48M
HNSGX vs WCMNX Comparison Chart
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HNSGX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HNSGX has more cash in the bank: 1.91B vs. WCMNX (41.5M). HNSGX pays higher dividends than WCMNX: HNSGX (0.54) vs WCMNX (0.00). HNSGX was incepted earlier than WCMNX: HNSGX (9 years) vs WCMNX (6 years). WCMNX (2.04) 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). HNSGX annual gain was more profitable for investors over the last year : -0.07 vs. WCMNX (-1.80). WCMNX return over 5 years is better than : 21.54 vs. HNSGX (2.65).
| HNSGX | WCMNX | HNSGX / WCMNX | |
| Total Expense Ratio | 0.80 | 1.24 | 65% |
| Annual Report Gross Expense Ratio | 0.80 | 2.04 | 39% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | -3.121 | -5.280 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | -1.80 | 4% |
| Returns for 3 years | 23.60 | 26.00 | 91% |
| Returns for 5 years | 2.65 | 21.54 | 12% |
| Returns for 10 years | N/A | N/A | - |
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