Interact to see
Advertisement
Advertisement
SHDYX vs WCMFX
SHDYX vs WCMFX Comparison
Open Charts SHDYX vs WCMFX
American Beacon Shapiro SMID Cap Eq Y
Price$9.20
Change-$0.04 (-0.43%)
VolumeN/A
Net Assets24.59M
WCM SMID Quality Val Fd Institutional
Price$3.36
Change-$0.01 (-0.30%)
VolumeN/A
Net Assets5.92M
SHDYX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SHDYX vs. WCMFX commentary
Nov 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 Hold.
FUNDAMENTALS
Fundamentals
SHDYX has more cash in the bank: 24.6M vs. WCMFX (5.92M). 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 : -18.29 vs. WCMFX (-76.28). SHDYX return over 5 years is better than : -2.80 vs. WCMFX (-65.29).
| 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 | -11.453 | -71.870 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.6M | 5.92M | 415% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -18.29 | -76.28 | 24% |
| Returns for 3 years | -17.83 | -67.31 | 26% |
| Returns for 5 years | -2.80 | -65.29 | 4% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement