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SHDYX vs WCMFX
SHDYX vs WCMFX Comparison
Open Charts SHDYX vs WCMFX
American Beacon Shapiro SMID Cap Eq Y
Price$9.58
Change+$0.06 (+0.63%)
VolumeN/A
Net Assets26.25M
WCM SMID Quality Val Fd Institutional
Price$3.62
Change+$0.01 (+0.28%)
VolumeN/A
Net Assets1.62M
SHDYX vs WCMFX Comparison Chart in %
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SHDYX vs. WCMFX commentary
Dec 27, 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 SHDYX is a StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SHDYX has more cash in the bank: 26.2M vs. WCMFX (1.62M). SHDYX (0.00) and WCMFX (0.00) have matching dividends . SHDYX was incepted earlier than WCMFX: SHDYX (8 years) vs WCMFX (6 years). SHDYX (1.46) and WCMFX (1.45) have similar cost to investors . SHDYX is a more actively managed with annual turnover of: 67.00 vs. WCMFX (15.00). SHDYX (100000) and WCMFX (100000) have matching initial minimum investment requirements. SHDYX annual gain was more profitable for investors over the last year : -8.15 vs. WCMFX (-70.35). SHDYX return over 5 years is better than : -8.45 vs. WCMFX (-65.36).
| SHDYX | WCMFX | SHDYX / WCMFX | |
| Total Expense Ratio | 0.97 | 0.90 | 108% |
| Annual Report Gross Expense Ratio | 1.46 | 1.45 | 101% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | -7.796 | -69.783 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.2M | 1.62M | 1,621% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -8.15 | -70.35 | 12% |
| Returns for 3 years | -11.22 | -63.51 | 18% |
| Returns for 5 years | -8.45 | -65.36 | 13% |
| Returns for 10 years | N/A | N/A | - |
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