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SHDIX vs WCMJX
SHDIX vs WCMJX Comparison
Open Charts SHDIX vs WCMJX
American Beacon Shapiro SMID Cap Eq R5
Price$8.11
Change+$0.05 (+0.62%)
VolumeN/A
Net Assets27.31M
WCM SMID Quality Val Fd Investor
Price$10.39
Change+$0.11 (+1.07%)
VolumeN/A
Net Assets59.71M
SHDIX vs WCMJX Comparison Chart
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SHDIX vs. WCMJX commentary
Apr 16, 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 Buy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 59.7M vs. SHDIX (27.3M). SHDIX (0.00) and WCMJX (0.00) have matching dividends . SHDIX was incepted earlier than WCMJX: SHDIX (8 years) vs WCMJX (5 years). WCMJX (1.52) is less costly to investors than SHDIX (1.24). SHDIX is a more actively managed with annual turnover of: 43.00 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 : -19.81 vs. SHDIX (-25.02). WCMJX return over 5 years is better than : 47.28 vs. SHDIX (30.62).
| SHDIX | WCMJX | SHDIX / WCMJX | |
| Total Expense Ratio | 0.90 | 1.10 | 82% |
| Annual Report Gross Expense Ratio | 1.24 | 1.52 | 82% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -23.092 | -12.733 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.3M | 59.7M | 46% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -25.02 | -19.81 | 126% |
| Returns for 3 years | -31.67 | -3.56 | 888% |
| Returns for 5 years | 30.62 | 47.28 | 65% |
| Returns for 10 years | N/A | N/A | - |
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