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SHDIX vs WCMFX
SHDIX vs WCMFX Comparison
Open Charts SHDIX vs WCMFX
American Beacon Shapiro SMID Cap Eq R5
Price$8.11
Change+$0.05 (+0.62%)
VolumeN/A
Net Assets27.31M
WCM SMID Quality Val Fd Institutional
Price$10.57
Change+$0.11 (+1.05%)
VolumeN/A
Net Assets59.71M
SHDIX vs WCMFX Comparison Chart
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SHDIX vs. WCMFX commentary
Apr 16, 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: 59.7M vs. SHDIX (27.3M). SHDIX (0.00) and WCMFX (0.00) have matching dividends . SHDIX was incepted earlier than WCMFX: SHDIX (8 years) vs WCMFX (5 years). WCMFX (1.27) and SHDIX (1.24) have similar cost to investors . SHDIX is a more actively managed with annual turnover of: 43.00 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 : -19.41 vs. SHDIX (-25.02). WCMFX return over 5 years is better than : 49.64 vs. SHDIX (30.62).
| SHDIX | WCMFX | SHDIX / WCMFX | |
| Total Expense Ratio | 0.90 | 0.85 | 106% |
| Annual Report Gross Expense Ratio | 1.24 | 1.27 | 98% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -23.092 | -12.688 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.3M | 59.7M | 46% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -25.02 | -19.41 | 129% |
| Returns for 3 years | -31.67 | -2.61 | 1,215% |
| Returns for 5 years | 30.62 | 49.64 | 62% |
| Returns for 10 years | N/A | N/A | - |
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