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SHDIX vs WCMFX
SHDIX vs WCMFX Comparison
Open Charts SHDIX vs WCMFX
American Beacon Shapiro SMID Cap Eq R5
Price$10.14
Change-$0.19 (-1.84%)
VolumeN/A
Net Assets35.3M
WCM SMID Quality Val Fd Institutional
Price$11.85
Change-$0.22 (-1.82%)
VolumeN/A
Net Assets66.52M
SHDIX vs WCMFX Comparison Chart
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SHDIX vs. WCMFX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 66.5M vs. SHDIX (35.3M). SHDIX pays higher dividends than WCMFX: SHDIX (0.08) vs WCMFX (0.00). SHDIX was incepted earlier than WCMFX: SHDIX (7 years) vs WCMFX (5 years). SHDIX is a more actively managed with annual turnover of: 36.00 vs. WCMFX (22.00). WCMFX has a lower initial minimum investment than SHDIX: WCMFX (100000) vs SHDIX (250000). WCMFX annual gain was more profitable for investors over the last year : -6.03 vs. SHDIX (-6.63). WCMFX return over 5 years is better than : 11.06 vs. SHDIX (7.68).
| SHDIX | WCMFX | SHDIX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | -3.244 | -1.085 | 299% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.3M | 66.5M | 53% |
| Annual Yield % from dividends | 0.08 | 0.00 | - |
| Returns for 1 year | -6.63 | -6.03 | 110% |
| Returns for 3 years | -13.08 | 9.72 | -135% |
| Returns for 5 years | 7.68 | 11.06 | 69% |
| Returns for 10 years | N/A | N/A | - |
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