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SHDIX vs WCMFX
SHDIX vs WCMFX Comparison
Open Charts SHDIX vs WCMFX
American Beacon Shapiro SMID Cap Eq R5
Price$9.08
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets27.96M
WCM SMID Quality Val Fd Institutional
Price$11.26
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets60.5M
SHDIX vs WCMFX Comparison Chart
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SHDIX vs. WCMFX commentary
Jun 07, 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: 60.5M vs. SHDIX (28M). 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). WCMFX annual gain was more profitable for investors over the last year : -14.83 vs. SHDIX (-17.30). WCMFX return over 5 years is better than : 23.87 vs. SHDIX (8.10).
| 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 | -13.359 | -6.010 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28M | 60.5M | 46% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -17.30 | -14.83 | 117% |
| Returns for 3 years | -19.69 | 5.43 | -363% |
| Returns for 5 years | 8.10 | 23.87 | 34% |
| Returns for 10 years | N/A | N/A | - |
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