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HRSIX vs WCMNX
HRSIX vs WCMNX Comparison
Open Charts HRSIX vs WCMNX
Hood River Small-Cap Growth Retirement
Price$59.28
Change+$0.18 (+0.30%)
VolumeN/A
Net Assets3.11B
WCM Small Cap Growth Investor
Price$10.67
Change+$0.10 (+0.95%)
VolumeN/A
Net Assets39.09M
HRSIX vs WCMNX Comparison Chart
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HRSIX vs. WCMNX commentary
Apr 19, 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 HRSIX is a Buy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HRSIX has more cash in the bank: 3.11B vs. WCMNX (39.1M). HRSIX (0.00) and WCMNX (0.00) have matching dividends . HRSIX was incepted earlier than WCMNX: HRSIX (8 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than HRSIX (0.99). HRSIX is a more actively managed with annual turnover of: 98.00 vs. WCMNX (48.00). HRSIX has a lower initial minimum investment than WCMNX: HRSIX (0) vs WCMNX (1000). HRSIX annual gain was more profitable for investors over the last year : -2.74 vs. WCMNX (-11.67). HRSIX return over 5 years is better than : 66.80 vs. WCMNX (22.93).
| HRSIX | WCMNX | HRSIX / WCMNX | |
| Total Expense Ratio | 0.99 | 1.24 | 80% |
| Annual Report Gross Expense Ratio | 0.99 | 2.11 | 47% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -20.844 | -15.918 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.11B | 39.1M | 7,964% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -2.74 | -11.67 | 23% |
| Returns for 3 years | 10.41 | -7.86 | -132% |
| Returns for 5 years | 66.80 | 22.93 | 291% |
| Returns for 10 years | N/A | N/A | - |
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