Interact to see
Advertisement
Advertisement
SHEAX vs WCMFX
SHEAX vs WCMFX Comparison
Open Charts SHEAX vs WCMFX
American Beacon Shapiro SMID Cap Eq A
Price$9.58
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets29.5M
WCM SMID Quality Val Fd Institutional
Price$11.57
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets61.46M
SHEAX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 61.5M vs. SHEAX (29.5M). SHEAX (0.00) and WCMFX (0.00) have matching dividends . SHEAX was incepted earlier than WCMFX: SHEAX (4 years) vs WCMFX (6 years). SHEAX (1.77) is less costly to investors than WCMFX (1.45). SHEAX is a more actively managed with annual turnover of: 43.00 vs. WCMFX (15.00). SHEAX has a lower initial minimum investment than WCMFX: SHEAX (2500) vs WCMFX (100000). SHEAX annual gain was more profitable for investors over the last year : -14.31 vs. WCMFX (-18.37).
| SHEAX | WCMFX | SHEAX / WCMFX | |
| Total Expense Ratio | 1.26 | 0.90 | 140% |
| Annual Report Gross Expense Ratio | 1.77 | 1.45 | 122% |
| Fund Existence | 4 years | 6 years | - |
| Gain YTD | -5.429 | -3.589 | 151% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.5M | 61.5M | 48% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -14.31 | -18.37 | 78% |
| Returns for 3 years | -7.09 | 13.68 | -52% |
| Returns for 5 years | N/A | 32.30 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement