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SHEAX vs WCMFX
SHEAX vs WCMFX Comparison
Open Charts SHEAX vs WCMFX
American Beacon Shapiro SMID Cap Eq A
Price$9.28
Change-$0.10 (-1.07%)
VolumeN/A
Net Assets26.82M
WCM SMID Quality Val Fd Institutional
Price$10.89
Change-$0.14 (-1.27%)
VolumeN/A
Net Assets7.4M
SHEAX vs WCMFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SHEAX has more cash in the bank: 26.8M vs. WCMFX (7.41M). SHEAX (0.00) and WCMFX (0.00) have matching dividends . SHEAX was incepted earlier than WCMFX: SHEAX (4 years) vs WCMFX (6 years). SHEAX (1.77) is less costly to investors than WCMFX (1.45). SHEAX is a more actively managed with annual turnover of: 67.00 vs. WCMFX (15.00). SHEAX has a lower initial minimum investment than WCMFX: SHEAX (2500) vs WCMFX (100000). SHEAX annual gain was more profitable for investors over the last year : -16.32 vs. WCMFX (-24.81).
| SHEAX | WCMFX | SHEAX / WCMFX | |
| Total Expense Ratio | 1.26 | 0.90 | 140% |
| Annual Report Gross Expense Ratio | 1.77 | 1.45 | 122% |
| Fund Existence | 4 years | 6 years | - |
| Gain YTD | -7.404 | -7.930 | 93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| 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 | -16.32 | -24.81 | 66% |
| Returns for 3 years | -17.19 | 5.15 | -334% |
| Returns for 5 years | N/A | 15.14 | - |
| Returns for 10 years | N/A | N/A | - |
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