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HNSGX vs WCMNX
HNSGX vs WCMNX Comparison
Open Charts HNSGX vs WCMNX
Harbor Small Cap Growth Retirement
Price$14.79
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets2B
WCM Small Cap Growth Investor
Price$13.61
Change+$0.05 (+0.37%)
VolumeN/A
Net Assets42.84M
HNSGX vs WCMNX Comparison Chart
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HNSGX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HNSGX has more cash in the bank: 2B vs. WCMNX (42.8M). HNSGX pays higher dividends than WCMNX: HNSGX (0.09) vs WCMNX (0.00). HNSGX was incepted earlier than WCMNX: HNSGX (9 years) vs WCMNX (5 years). HNSGX is a more actively managed with annual turnover of: 83.00 vs. WCMNX (48.00). WCMNX has a lower initial minimum investment than HNSGX: WCMNX (1000) vs HNSGX (1000000). HNSGX (11.36) and WCMNX (11.19) have marching annual gain over last year. WCMNX return over 5 years is better than : 27.08 vs. HNSGX (3.71).
| HNSGX | WCMNX | HNSGX / WCMNX | |
| 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 | 7.250 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | 11.19 | 101% |
| Returns for 3 years | 13.78 | 14.08 | 98% |
| Returns for 5 years | 3.71 | 27.08 | 14% |
| Returns for 10 years | N/A | N/A | - |
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