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SHDIX vs WCMJX
SHDIX vs WCMJX Comparison
Open Charts SHDIX vs WCMJX
American Beacon Shapiro SMID Cap Eq R5
Price$9.08
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets27.96M
WCM SMID Quality Val Fd Investor
Price$11.06
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets60.5M
SHDIX vs WCMJX Comparison Chart
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SHDIX vs. WCMJX commentary
Jun 07, 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: 60.5M vs. SHDIX (28M). SHDIX (0.00) and WCMJX (0.00) have matching dividends . SHDIX was incepted earlier than WCMJX: SHDIX (8 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than SHDIX (1.24). SHDIX is a more actively managed with annual turnover of: 43.00 vs. WCMJX (15.00). 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 : -15.18 vs. SHDIX (-17.30). WCMJX return over 5 years is better than : 21.81 vs. SHDIX (8.10).
| SHDIX | WCMJX | SHDIX / WCMJX | |
| Total Expense Ratio | 0.90 | 1.15 | 78% |
| Annual Report Gross Expense Ratio | 1.24 | 1.70 | 73% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | -13.359 | -6.112 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28M | 60.5M | 46% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -17.30 | -15.18 | 114% |
| Returns for 3 years | -19.69 | 4.34 | -454% |
| Returns for 5 years | 8.10 | 21.81 | 37% |
| Returns for 10 years | N/A | N/A | - |
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