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SHDIX vs WCMJX
SHDIX vs WCMJX Comparison
Open Charts SHDIX vs WCMJX
American Beacon Shapiro SMID Cap Eq R5
Price$10.19
Change-$0.15 (-1.45%)
VolumeN/A
Net Assets29.89M
WCM SMID Quality Val Fd Investor
Price$11.60
Change-$0.11 (-0.94%)
VolumeN/A
Net Assets61.78M
SHDIX vs WCMJX Comparison Chart in %
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SHDIX vs. WCMJX commentary
Sep 03, 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 Buy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 61.8M vs. SHDIX (29.9M). 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). SHDIX annual gain was more profitable for investors over the last year : -7.93 vs. WCMJX (-16.06). WCMJX return over 5 years is better than : 31.43 vs. SHDIX (26.33).
| 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 | -1.336 | -0.594 | 225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.9M | 61.8M | 48% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -7.93 | -16.06 | 49% |
| Returns for 3 years | -3.62 | 18.64 | -19% |
| Returns for 5 years | 26.33 | 31.43 | 84% |
| Returns for 10 years | N/A | N/A | - |
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