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SHDIX vs WCMFX
SHDIX vs WCMFX Comparison
Open Charts SHDIX vs WCMFX
American Beacon Shapiro SMID Cap Eq R5
Price$9.29
Change-$0.04 (-0.43%)
VolumeN/A
Net Assets24.59M
WCM SMID Quality Val Fd Institutional
Price$3.36
Change-$0.01 (-0.30%)
VolumeN/A
Net Assets5.92M
SHDIX vs WCMFX Comparison Chart in %
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SHDIX vs. WCMFX commentary
Nov 20, 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 SHDIX is a Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
SHDIX has more cash in the bank: 24.6M vs. WCMFX (5.92M). SHDIX (0.00) and WCMFX (0.00) have matching dividends . SHDIX was incepted earlier than WCMFX: SHDIX (8 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than SHDIX (1.24). SHDIX is a more actively managed with annual turnover of: 67.00 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than SHDIX: WCMFX (100000) vs SHDIX (250000). SHDIX annual gain was more profitable for investors over the last year : -18.22 vs. WCMFX (-76.28). SHDIX return over 5 years is better than : -2.16 vs. WCMFX (-65.29).
| SHDIX | WCMFX | SHDIX / WCMFX | |
| Total Expense Ratio | 0.90 | 0.90 | 100% |
| Annual Report Gross Expense Ratio | 1.24 | 1.45 | 86% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | -11.355 | -71.870 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.6M | 5.92M | 415% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -18.22 | -76.28 | 24% |
| Returns for 3 years | -17.54 | -67.31 | 26% |
| Returns for 5 years | -2.16 | -65.29 | 3% |
| Returns for 10 years | N/A | N/A | - |
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