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SHEAX vs WCMJX
SHEAX vs WCMJX Comparison
Open Charts SHEAX vs WCMJX
American Beacon Shapiro SMID Cap Eq A
Price$9.47
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets27.53M
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
SHEAX vs WCMJX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SHEAX has more cash in the bank: 27.5M vs. WCMJX (21.8M). SHEAX (0.00) and WCMJX (0.00) have matching dividends . SHEAX was incepted earlier than WCMJX: SHEAX (4 years) vs WCMJX (6 years). SHEAX (1.77) and WCMJX (1.70) have similar cost to investors . SHEAX is a more actively managed with annual turnover of: 67.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than SHEAX: WCMJX (1000) vs SHEAX (2500). SHEAX annual gain was more profitable for investors over the last year : -14.30 vs. WCMJX (-21.05).
| SHEAX | WCMJX | SHEAX / WCMJX | |
| Total Expense Ratio | 1.26 | 1.15 | 110% |
| Annual Report Gross Expense Ratio | 1.77 | 1.70 | 104% |
| Fund Existence | 4 years | 6 years | - |
| Gain YTD | -6.515 | -5.772 | 113% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.5M | 21.8M | 126% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -14.30 | -21.05 | 68% |
| Returns for 3 years | -8.68 | 15.26 | -57% |
| Returns for 5 years | N/A | 21.44 | - |
| Returns for 10 years | N/A | N/A | - |
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