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SHDIX vs WCMFX
SHDIX vs WCMFX Comparison
Open Charts SHDIX vs WCMFX
American Beacon Shapiro SMID Cap Eq R5
Price$10.84
Change-$0.34 (-3.04%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$12.10
Change-$0.41 (-3.28%)
VolumeN/A
CapitalizationN/A
SHDIX vs WCMFX Comparison Chart
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SHDIX vs. WCMFX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 69M vs. SHDIX (39.7M). SHDIX pays higher dividends than WCMFX: SHDIX (0.08) vs WCMFX (0.00). SHDIX was incepted earlier than WCMFX: SHDIX (7 years) vs WCMFX (5 years). SHDIX is a more actively managed with annual turnover of: 36.00 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 : 3.56 vs. SHDIX (-4.52). WCMFX return over 5 years is better than : 19.14 vs. SHDIX (11.73).
| SHDIX | WCMFX | SHDIX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | 0.812 | 2.289 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.7M | 69M | 58% |
| Annual Yield % from dividends | 0.08 | 0.00 | - |
| Returns for 1 year | -4.52 | 3.56 | -127% |
| Returns for 3 years | -15.46 | 11.50 | -134% |
| Returns for 5 years | 11.73 | 19.14 | 61% |
| Returns for 10 years | N/A | N/A | - |
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