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SHDIX vs WCMFX
SHDIX vs WCMFX Comparison
Open Charts SHDIX vs WCMFX
American Beacon Shapiro SMID Cap Eq R5
Price$9.63
Change-$0.11 (-1.13%)
VolumeN/A
Net Assets26.82M
WCM SMID Quality Val Fd Institutional
Price$10.89
Change-$0.14 (-1.27%)
VolumeN/A
Net Assets7.4M
SHDIX vs WCMFX Comparison Chart in %
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SHDIX vs. WCMFX commentary
Nov 14, 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 Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
SHDIX has more cash in the bank: 26.8M vs. WCMFX (7.41M). 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) is less costly to investors than SHDIX (1.24). 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 : -15.82 vs. WCMFX (-24.81). WCMFX return over 5 years is better than : 15.14 vs. SHDIX (6.41).
| SHDIX | WCMFX | SHDIX / WCMFX | |
| Total Expense Ratio | 0.90 | 0.90 | 100% |
| Annual Report Gross Expense Ratio | 1.24 | 1.45 | 86% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | -7.061 | -7.930 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.8M | 7.41M | 362% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -15.82 | -24.81 | 64% |
| Returns for 3 years | -15.93 | 5.15 | -309% |
| Returns for 5 years | 6.41 | 15.14 | 42% |
| Returns for 10 years | N/A | N/A | - |
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