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SHEAX vs WCMJX
SHEAX vs WCMJX Comparison
Open Charts SHEAX vs WCMJX
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 Investor
Price$10.51
Change+$0.19 (+1.84%)
VolumeN/A
Net Assets60.23M
SHEAX vs WCMJX Comparison Chart
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FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 60.2M vs. SHEAX (27.9M). SHEAX (0.00) and WCMJX (0.00) have matching dividends . SHEAX was incepted earlier than WCMJX: SHEAX (3 years) vs WCMJX (5 years). SHEAX (1.77) is less costly to investors than WCMJX (1.52). SHEAX is a more actively managed with annual turnover of: 43.00 vs. WCMJX (22.00). WCMJX has a lower initial minimum investment than SHEAX: WCMJX (1000) vs SHEAX (2500). WCMJX annual gain was more profitable for investors over the last year : -18.42 vs. SHEAX (-23.51).
| SHEAX | WCMJX | SHEAX / WCMJX | |
| Total Expense Ratio | 1.26 | 1.10 | 115% |
| Annual Report Gross Expense Ratio | 1.77 | 1.52 | 116% |
| Fund Existence | 3 years | 5 years | - |
| Gain YTD | -21.619 | -12.394 | 174% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | -18.42 | 128% |
| Returns for 3 years | -30.27 | -2.37 | 1,280% |
| Returns for 5 years | N/A | 44.94 | - |
| Returns for 10 years | N/A | N/A | - |
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