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SHDIX vs WCMJX
SHDIX vs WCMJX Comparison
Open Charts SHDIX vs WCMJX
American Beacon Shapiro SMID Cap Eq R5
Price$10.58
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets37.29M
WCM SMID Quality Val Fd Investor
Price$12.26
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets69.09M
SHDIX vs WCMJX Comparison Chart
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SHDIX vs. WCMJX commentary
Jan 19, 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 69.1M vs. SHDIX (37.3M). SHDIX pays higher dividends than WCMJX: SHDIX (0.08) vs WCMJX (0.00). SHDIX was incepted earlier than WCMJX: SHDIX (7 years) vs WCMJX (5 years). SHDIX is a more actively managed with annual turnover of: 36.00 vs. WCMJX (22.00). WCMJX has a lower initial minimum investment than SHDIX: WCMJX (1000) vs SHDIX (250000). WCMJX annual gain was more profitable for investors over the last year : 4.97 vs. SHDIX (-1.95). WCMJX return over 5 years is better than : 14.58 vs. SHDIX (9.29).
| SHDIX | WCMJX | SHDIX / WCMJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | 0.954 | 4.075 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.3M | 69.1M | 54% |
| Annual Yield % from dividends | 0.08 | 0.00 | - |
| Returns for 1 year | -1.95 | 4.97 | -39% |
| Returns for 3 years | -12.66 | 11.76 | -108% |
| Returns for 5 years | 9.29 | 14.58 | 64% |
| Returns for 10 years | N/A | N/A | - |
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