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SHDYX vs WCMFX
SHDYX vs WCMFX Comparison
Open Charts SHDYX vs WCMFX
American Beacon Shapiro SMID Cap Eq Y
Price$9.64
Change-$0.03 (-0.31%)
VolumeN/A
Net Assets27.13M
WCM SMID Quality Val Fd Institutional
Price$11.03
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets7.39M
SHDYX vs WCMFX Comparison Chart in %
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SHDYX 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 SHDYX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
SHDYX has more cash in the bank: 27.1M vs. WCMFX (7.39M). SHDYX (0.00) and WCMFX (0.00) have matching dividends . SHDYX was incepted earlier than WCMFX: SHDYX (8 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than SHDYX (1.31). 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 : -16.03 vs. WCMFX (-24.81). WCMFX return over 5 years is better than : 15.14 vs. SHDYX (5.67).
| SHDYX | WCMFX | SHDYX / WCMFX | |
| Total Expense Ratio | 0.97 | 0.90 | 108% |
| Annual Report Gross Expense Ratio | 1.31 | 1.45 | 90% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | -7.218 | -7.930 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.1M | 7.39M | 367% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -16.03 | -24.81 | 65% |
| Returns for 3 years | -16.22 | 5.15 | -315% |
| Returns for 5 years | 5.67 | 15.14 | 37% |
| Returns for 10 years | N/A | N/A | - |
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