Interact to see
Advertisement
Advertisement
SHDCX vs WCMJX
SHDCX vs WCMJX Comparison
Open Charts SHDCX vs WCMJX
American Beacon Shapiro SMID Cap Eq C
Price$9.47
Change+$0.15 (+1.61%)
VolumeN/A
Net Assets29.56M
WCM SMID Quality Val Fd Investor
Price$11.40
Change-$0.07 (-0.61%)
VolumeN/A
Net Assets61.94M
SHDCX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 61.9M vs. SHDCX (29.6M). SHDCX (0.00) and WCMJX (0.00) have matching dividends . SHDCX was incepted earlier than WCMJX: SHDCX (4 years) vs WCMJX (6 years). SHDCX (2.38) is less costly to investors than WCMJX (1.70). SHDCX is a more actively managed with annual turnover of: 43.00 vs. WCMJX (15.00). SHDCX (1000) and WCMJX (1000) have matching initial minimum investment requirements. SHDCX annual gain was more profitable for investors over the last year : -14.73 vs. WCMJX (-15.91).
| SHDCX | WCMJX | SHDCX / WCMJX | |
| Total Expense Ratio | 2.02 | 1.15 | 176% |
| Annual Report Gross Expense Ratio | 2.38 | 1.70 | 140% |
| Fund Existence | 4 years | 6 years | - |
| Gain YTD | -5.668 | -2.632 | 215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.6M | 61.9M | 48% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -14.73 | -15.91 | 93% |
| Returns for 3 years | -9.37 | 14.02 | -67% |
| Returns for 5 years | N/A | 31.69 | - |
| Returns for 10 years | N/A | N/A | - |