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SHDRX vs WCMFX
SHDRX vs WCMFX Comparison
Open Charts SHDRX vs WCMFX
American Beacon Shapiro SMID Cap Eq R6
Price$9.20
Change+$0.12 (+1.32%)
VolumeN/A
Net Assets27.96M
WCM SMID Quality Val Fd Institutional
Price$11.33
Change+$0.07 (+0.62%)
VolumeN/A
Net Assets60.5M
SHDRX vs WCMFX Comparison Chart
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FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 60.5M vs. SHDRX (28M). 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: 43.00 vs. WCMFX (15.00). SHDRX has a lower initial minimum investment than WCMFX: SHDRX (0) vs WCMFX (100000). WCMFX annual gain was more profitable for investors over the last year : -14.31 vs. SHDRX (-15.83).
| 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 | -12.214 | -6.010 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| 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 | -15.83 | -14.31 | 111% |
| Returns for 3 years | -18.85 | 5.04 | -374% |
| Returns for 5 years | N/A | 23.87 | - |
| Returns for 10 years | N/A | N/A | - |
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