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HNSGX vs WCMNX
HNSGX vs WCMNX Comparison
Open Charts HNSGX vs WCMNX
Harbor Small Cap Growth Retirement
Price$14.41
Change+$0.16 (+1.12%)
VolumeN/A
Net Assets1.97B
WCM Small Cap Growth Investor
Price$12.56
Change+$0.12 (+0.96%)
VolumeN/A
Net Assets42.55M
HNSGX vs WCMNX Comparison Chart in %
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HNSGX vs. WCMNX commentary
Jul 04, 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: 1.97B vs. WCMNX (42.6M). HNSGX pays higher dividends than WCMNX: HNSGX (0.51) 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 : 4.55 vs. WCMNX (1.72). WCMNX return over 5 years is better than : 19.16 vs. HNSGX (1.48).
| 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 | 1.064 | -1.970 | -54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.97B | 42.6M | 4,615% |
| Annual Yield % from dividends | 0.51 | 0.00 | - |
| Returns for 1 year | 4.55 | 1.72 | 265% |
| Returns for 3 years | 28.14 | 23.90 | 118% |
| Returns for 5 years | 1.48 | 19.16 | 8% |
| Returns for 10 years | N/A | N/A | - |