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SHDYX vs WCMFX
SHDYX vs WCMFX Comparison
Open Charts SHDYX vs WCMFX
American Beacon Shapiro SMID Cap Eq Y
Price$11.02
Change-$0.13 (-1.17%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$14.02
Change-$0.14 (-0.99%)
VolumeN/A
CapitalizationN/A
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SHDYX vs WCMFX Comparison Chart
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SHDYX vs. WCMFX commentary
Sep 21, 2024
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: 77.1M vs. SHDYX (42.9M). SHDYX pays higher dividends than WCMFX: SHDYX (0.08) vs WCMFX (0.00). SHDYX was incepted earlier than WCMFX: SHDYX (7 years) vs WCMFX (5 years). SHDYX is a more actively managed with annual turnover of: 36.00 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 : 26.53 vs. SHDYX (3.47).
| SHDYX | WCMFX | SHDYX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | 0.091 | 14.636 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.9M | 77.1M | 56% |
| Annual Yield % from dividends | 0.08 | 0.00 | - |
| Returns for 1 year | 3.47 | 26.53 | 13% |
| Returns for 3 years | -11.83 | 24.40 | -48% |
| Returns for 5 years | 17.09 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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