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HNSGX vs WCMNX
HNSGX vs WCMNX Comparison
Open Charts HNSGX vs WCMNX
Harbor Small Cap Growth Retirement
Price$14.13
Change-$0.41 (-2.82%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$12.79
Change+$0.09 (+0.71%)
VolumeN/A
CapitalizationN/A
HNSGX vs WCMNX Comparison Chart
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HNSGX vs. WCMNX commentary
Dec 23, 2024
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 Hold and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HNSGX has more cash in the bank: 1.98B vs. WCMNX (40.5M). 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 annual gain was more profitable for investors over the last year : 7.35 vs. WCMNX (5.62). WCMNX return over 5 years is better than : 22.28 vs. HNSGX (1.77).
| 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 | 6.468 | 4.836 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.98B | 40.5M | 4,877% |
| Annual Yield % from dividends | 0.09 | 0.00 | - |
| Returns for 1 year | 7.35 | 5.62 | 131% |
| Returns for 3 years | -4.64 | -5.75 | 81% |
| Returns for 5 years | 1.77 | 22.28 | 8% |
| Returns for 10 years | N/A | N/A | - |
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