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SHDYX vs WCMFX
SHDYX vs WCMFX Comparison
Open Charts SHDYX vs WCMFX
American Beacon Shapiro SMID Cap Eq Y
Price$10.17
Change-$0.05 (-0.49%)
VolumeN/A
Net Assets29.66M
WCM SMID Quality Val Fd Institutional
Price$11.75
Change-$0.03 (-0.25%)
VolumeN/A
Net Assets60.81M
SHDYX vs WCMFX Comparison Chart in %
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SHDYX vs. WCMFX commentary
Sep 16, 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 SHDYX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 60.8M vs. SHDYX (29.7M). SHDYX (0.00) and WCMFX (0.00) have matching dividends . SHDYX was incepted earlier than WCMFX: SHDYX (8 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than SHDYX (1.31). SHDYX is a more actively managed with annual turnover of: 43.00 vs. WCMFX (15.00). SHDYX (100000) and WCMFX (100000) have matching initial minimum investment requirements. SHDYX annual gain was more profitable for investors over the last year : -6.87 vs. WCMFX (-14.64). WCMFX return over 5 years is better than : 36.34 vs. SHDYX (23.38).
| SHDYX | WCMFX | SHDYX / WCMFX | |
| Total Expense Ratio | 0.97 | 0.90 | 108% |
| Annual Report Gross Expense Ratio | 1.31 | 1.45 | 90% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | -2.117 | -1.669 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.7M | 60.8M | 49% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -6.87 | -14.64 | 47% |
| Returns for 3 years | -4.22 | 19.23 | -22% |
| Returns for 5 years | 23.38 | 36.34 | 64% |
| Returns for 10 years | N/A | N/A | - |
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