Ad is loading...
SHDYX vs WCMFX
SHDYX vs WCMFX Comparison
Open Charts SHDYX vs WCMFX
American Beacon Shapiro SMID Cap Eq Y
Price$10.49
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets37.29M
WCM SMID Quality Val Fd Institutional
Price$12.47
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets69.09M
SHDYX vs WCMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SHDYX vs. WCMFX commentary
Jan 19, 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: 69.1M vs. SHDYX (37.3M). 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 : 5.50 vs. SHDYX (-2.05). WCMFX return over 5 years is better than : 16.43 vs. SHDYX (8.59).
| 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 | 0.962 | 4.090 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.3M | 69.1M | 54% |
| Annual Yield % from dividends | 0.08 | 0.00 | - |
| Returns for 1 year | -2.05 | 5.50 | -37% |
| Returns for 3 years | -12.98 | 12.85 | -101% |
| Returns for 5 years | 8.59 | 16.43 | 52% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers