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SHDYX vs WCMFX
SHDYX vs WCMFX Comparison
Open Charts SHDYX vs WCMFX
American Beacon Shapiro SMID Cap Eq Y
Price$10.05
Change-$0.19 (-1.86%)
VolumeN/A
Net Assets35.3M
WCM SMID Quality Val Fd Institutional
Price$11.85
Change-$0.22 (-1.82%)
VolumeN/A
Net Assets66.52M
SHDYX vs WCMFX Comparison Chart
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SHDYX vs. WCMFX commentary
Feb 23, 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: 66.5M vs. SHDYX (35.3M). 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 : -4.28 vs. SHDYX (-6.77). WCMFX return over 5 years is better than : 13.12 vs. SHDYX (6.96).
| 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 | -3.272 | 0.751 | -436% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.3M | 66.5M | 53% |
| Annual Yield % from dividends | 0.08 | 0.00 | - |
| Returns for 1 year | -6.77 | -4.28 | 158% |
| Returns for 3 years | -13.40 | 11.76 | -114% |
| Returns for 5 years | 6.96 | 13.12 | 53% |
| Returns for 10 years | N/A | N/A | - |
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