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SHDIX vs WCMFX
SHDIX vs WCMFX Comparison
Open Charts SHDIX vs WCMFX
American Beacon Shapiro SMID Cap Eq R5
Price$10.12
Change-$0.06 (-0.59%)
VolumeN/A
Net Assets28.89M
WCM SMID Quality Val Fd Institutional
Price$11.37
Change-$0.19 (-1.64%)
VolumeN/A
Net Assets59.32M
SHDIX vs WCMFX Comparison Chart in %
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SHDIX vs. WCMFX commentary
Sep 26, 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
WCMFX has more cash in the bank: 59.3M vs. SHDIX (28.9M). 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: 43.00 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 : -7.75 vs. WCMFX (-17.25). WCMFX return over 5 years is better than : 39.11 vs. SHDIX (30.01).
| 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 | -3.435 | -3.506 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.9M | 59.3M | 49% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -7.75 | -17.25 | 45% |
| Returns for 3 years | 1.40 | 23.37 | 6% |
| Returns for 5 years | 30.01 | 39.11 | 77% |
| Returns for 10 years | N/A | N/A | - |
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