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SHDIX vs WCMFX
SHDIX vs WCMFX Comparison
Open Charts SHDIX vs WCMFX
American Beacon Shapiro SMID Cap Eq R5
Price$9.62
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets26.07M
WCM SMID Quality Val Fd Institutional
Price$3.61
Change+$0.01 (+0.28%)
VolumeN/A
Net Assets1.61M
SHDIX vs WCMFX Comparison Chart in %
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SHDIX vs. WCMFX commentary
Dec 26, 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 SHDIX is a StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SHDIX has more cash in the bank: 26.1M vs. WCMFX (1.61M). SHDIX (0.00) and WCMFX (0.00) have matching dividends . SHDIX was incepted earlier than WCMFX: SHDIX (8 years) vs WCMFX (6 years). WCMFX (1.45) and SHDIX (1.39) have similar cost to investors . SHDIX is a more actively managed with annual turnover of: 67.00 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than SHDIX: WCMFX (100000) vs SHDIX (250000). SHDIX annual gain was more profitable for investors over the last year : -7.85 vs. WCMFX (-70.39). SHDIX return over 5 years is better than : -8.42 vs. WCMFX (-65.45).
| SHDIX | WCMFX | SHDIX / WCMFX | |
| Total Expense Ratio | 0.90 | 0.90 | 100% |
| Annual Report Gross Expense Ratio | 1.39 | 1.45 | 96% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | -8.206 | -69.866 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.1M | 1.61M | 1,618% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -7.85 | -70.39 | 11% |
| Returns for 3 years | -11.42 | -63.72 | 18% |
| Returns for 5 years | -8.42 | -65.45 | 13% |
| Returns for 10 years | N/A | N/A | - |
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