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SHDIX vs WCMFX
SHDIX vs WCMFX Comparison
Open Charts SHDIX vs WCMFX
American Beacon Shapiro SMID Cap Eq R5
Price$10.19
Change-$0.15 (-1.45%)
VolumeN/A
Net Assets29.89M
WCM SMID Quality Val Fd Institutional
Price$11.81
Change-$0.12 (-1.01%)
VolumeN/A
Net Assets61.78M
SHDIX vs WCMFX Comparison Chart in %
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SHDIX vs. WCMFX commentary
Sep 03, 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 Buy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 61.8M vs. SHDIX (29.9M). 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 : -7.93 vs. WCMFX (-15.63). WCMFX return over 5 years is better than : 33.59 vs. SHDIX (26.33).
| 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 | -1.336 | -0.417 | 320% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.9M | 61.8M | 48% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -7.93 | -15.63 | 51% |
| Returns for 3 years | -3.62 | 19.90 | -18% |
| Returns for 5 years | 26.33 | 33.59 | 78% |
| Returns for 10 years | N/A | N/A | - |
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