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SHEAX vs WCMFX
SHEAX vs WCMFX Comparison
Open Charts SHEAX vs WCMFX
American Beacon Shapiro SMID Cap Eq A
Price$8.17
Change+$0.23 (+2.90%)
VolumeN/A
Net Assets27.93M
WCM SMID Quality Val Fd Institutional
Price$10.70
Change+$0.20 (+1.90%)
VolumeN/A
Net Assets60.23M
SHEAX vs WCMFX Comparison Chart
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FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 60.2M vs. SHEAX (27.9M). SHEAX (0.00) and WCMFX (0.00) have matching dividends . SHEAX was incepted earlier than WCMFX: SHEAX (3 years) vs WCMFX (5 years). SHEAX (1.77) is less costly to investors than WCMFX (1.27). SHEAX is a more actively managed with annual turnover of: 43.00 vs. WCMFX (22.00). SHEAX has a lower initial minimum investment than WCMFX: SHEAX (2500) vs WCMFX (100000). WCMFX annual gain was more profitable for investors over the last year : -18.03 vs. SHEAX (-23.51).
| SHEAX | WCMFX | SHEAX / WCMFX | |
| Total Expense Ratio | 1.26 | 0.85 | 148% |
| Annual Report Gross Expense Ratio | 1.77 | 1.27 | 139% |
| Fund Existence | 3 years | 5 years | - |
| Gain YTD | -21.619 | -12.354 | 175% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.9M | 60.2M | 46% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -23.51 | -18.03 | 130% |
| Returns for 3 years | -30.27 | -1.41 | 2,150% |
| Returns for 5 years | N/A | 47.06 | - |
| Returns for 10 years | N/A | N/A | - |
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