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SHDYX vs WCMFX
SHDYX vs WCMFX Comparison
Open Charts SHDYX vs WCMFX
American Beacon Shapiro SMID Cap Eq Y
Price$7.84
Change-$0.15 (-1.88%)
VolumeN/A
Net Assets27.38M
WCM SMID Quality Val Fd Institutional
Price$10.34
Change-$0.15 (-1.43%)
VolumeN/A
Net Assets60.03M
SHDYX vs WCMFX Comparison Chart
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SHDYX vs. WCMFX commentary
Apr 17, 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 Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 60M vs. SHDYX (27.4M). SHDYX (0.00) and WCMFX (0.00) have matching dividends . SHDYX was incepted earlier than WCMFX: SHDYX (8 years) vs WCMFX (5 years). SHDYX (1.31) and WCMFX (1.27) have similar cost to investors . SHDYX is a more actively managed with annual turnover of: 43.00 vs. WCMFX (22.00). SHDYX (100000) and WCMFX (100000) have matching initial minimum investment requirements. WCMFX annual gain was more profitable for investors over the last year : -18.11 vs. SHDYX (-24.90). WCMFX return over 5 years is better than : 46.51 vs. SHDYX (22.04).
| SHDYX | WCMFX | SHDYX / WCMFX | |
| Total Expense Ratio | 0.97 | 0.85 | 114% |
| Annual Report Gross Expense Ratio | 1.31 | 1.27 | 103% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -24.543 | -12.437 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.4M | 60M | 46% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -24.90 | -18.11 | 138% |
| Returns for 3 years | -33.14 | -2.33 | 1,423% |
| Returns for 5 years | 22.04 | 46.51 | 47% |
| Returns for 10 years | N/A | N/A | - |
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