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SHDRX vs WCMFX
SHDRX vs WCMFX Comparison
Open Charts SHDRX vs WCMFX
American Beacon Shapiro SMID Cap Eq R6
Price$8.46
Change+$0.23 (+2.79%)
VolumeN/A
Net Assets27.93M
WCM SMID Quality Val Fd Institutional
Price$10.70
Change+$0.20 (+1.90%)
VolumeN/A
Net Assets60.23M
SHDRX vs WCMFX Comparison Chart
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FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 60.2M vs. SHDRX (27.9M). SHDRX (0.00) and WCMFX (0.00) have matching dividends . SHDRX was incepted earlier than WCMFX: SHDRX (3 years) vs WCMFX (5 years). WCMFX (1.27) and SHDRX (1.21) have similar cost to investors . SHDRX is a more actively managed with annual turnover of: 43.00 vs. WCMFX (22.00). 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 : -18.03 vs. SHDRX (-23.01).
| SHDRX | WCMFX | SHDRX / WCMFX | |
| Total Expense Ratio | 0.90 | 0.85 | 106% |
| Annual Report Gross Expense Ratio | 1.21 | 1.27 | 95% |
| Fund Existence | 3 years | 5 years | - |
| Gain YTD | -21.469 | -12.354 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.9M | 60.2M | 46% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -23.01 | -18.03 | 128% |
| Returns for 3 years | -29.21 | -1.41 | 2,074% |
| Returns for 5 years | N/A | 47.06 | - |
| Returns for 10 years | N/A | N/A | - |
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