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SHDRX vs WCMFX
SHDRX vs WCMFX Comparison
Open Charts SHDRX vs WCMFX
American Beacon Shapiro SMID Cap Eq R6
Price$9.29
Change-$0.04 (-0.43%)
VolumeN/A
Net Assets24.59M
WCM SMID Quality Val Fd Institutional
Price$3.36
Change-$0.01 (-0.30%)
VolumeN/A
Net Assets5.92M
SHDRX vs WCMFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SHDRX has more cash in the bank: 24.6M vs. WCMFX (5.92M). SHDRX (0.00) and WCMFX (0.00) have matching dividends . SHDRX was incepted earlier than WCMFX: SHDRX (4 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than SHDRX (1.21). SHDRX is a more actively managed with annual turnover of: 67.00 vs. WCMFX (15.00). SHDRX has a lower initial minimum investment than WCMFX: SHDRX (0) vs WCMFX (100000). SHDRX annual gain was more profitable for investors over the last year : -18.22 vs. WCMFX (-76.28).
| SHDRX | WCMFX | SHDRX / WCMFX | |
| Total Expense Ratio | 0.90 | 0.90 | 100% |
| Annual Report Gross Expense Ratio | 1.21 | 1.45 | 83% |
| Fund Existence | 4 years | 6 years | - |
| Gain YTD | -11.355 | -71.870 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.6M | 5.92M | 415% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -18.22 | -76.28 | 24% |
| Returns for 3 years | -17.54 | -67.31 | 26% |
| Returns for 5 years | N/A | -65.29 | - |
| Returns for 10 years | N/A | N/A | - |
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