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SHDYX vs WCMFX
SHDYX vs WCMFX Comparison
Open Charts SHDYX vs WCMFX
American Beacon Shapiro SMID Cap Eq Y
Price$9.74
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets27.53M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
SHDYX vs WCMFX Comparison Chart in %
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SHDYX vs. WCMFX commentary
Oct 20, 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 Buy.
FUNDAMENTALS
Fundamentals
SHDYX has more cash in the bank: 27.5M vs. WCMFX (21.8M). 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: 67.00 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 : -13.96 vs. WCMFX (-20.62). WCMFX return over 5 years is better than : 23.45 vs. SHDYX (14.89).
| 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 | -6.256 | -5.509 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.5M | 21.8M | 126% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -13.96 | -20.62 | 68% |
| Returns for 3 years | -7.58 | 16.46 | -46% |
| Returns for 5 years | 14.89 | 23.45 | 64% |
| Returns for 10 years | N/A | N/A | - |