Interact to see
Advertisement
Advertisement
SHDIX vs WCMFX
SHDIX vs WCMFX Comparison
Open Charts SHDIX vs WCMFX
American Beacon Shapiro SMID Cap Eq R5
Price$10.11
Change+$0.17 (+1.71%)
VolumeN/A
Net Assets29.56M
WCM SMID Quality Val Fd Institutional
Price$11.68
Change+$0.11 (+0.95%)
VolumeN/A
Net Assets61.36M
SHDIX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SHDIX vs. WCMFX commentary
Jul 18, 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 Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 61.4M vs. SHDIX (29.6M). 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 : -13.57 vs. WCMFX (-16.28). WCMFX return over 5 years is better than : 32.53 vs. SHDIX (28.51).
| 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 | -5.153 | -3.422 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.6M | 61.4M | 48% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -13.57 | -16.28 | 83% |
| Returns for 3 years | -5.68 | 13.99 | -41% |
| Returns for 5 years | 28.51 | 32.53 | 88% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers