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SHDYX vs WCMFX
SHDYX vs WCMFX Comparison
Open Charts SHDYX vs WCMFX
American Beacon Shapiro SMID Cap Eq Y
Price$8.79
Change+$0.18 (+2.09%)
VolumeN/A
Net Assets29.47M
WCM SMID Quality Val Fd Institutional
Price$11.09
Change+$0.19 (+1.74%)
VolumeN/A
Net Assets60.55M
SHDYX vs WCMFX Comparison Chart
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SHDYX vs. WCMFX commentary
May 09, 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: 60.6M vs. SHDYX (29.5M). SHDYX (0.00) and WCMFX (0.00) have matching dividends . SHDYX was incepted earlier than WCMFX: SHDYX (8 years) vs WCMFX (6 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 (15.00). SHDYX (100000) and WCMFX (100000) have matching initial minimum investment requirements. WCMFX annual gain was more profitable for investors over the last year : -17.73 vs. SHDYX (-20.86). WCMFX return over 5 years is better than : 38.87 vs. SHDYX (22.81).
| 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 | 6 years | - |
| Gain YTD | -17.132 | -9.349 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.5M | 60.6M | 49% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -20.86 | -17.73 | 118% |
| Returns for 3 years | -21.99 | 5.64 | -390% |
| Returns for 5 years | 22.81 | 38.87 | 59% |
| Returns for 10 years | N/A | N/A | - |
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