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SHDIX vs WCMJX
SHDIX vs WCMJX Comparison
Open Charts SHDIX vs WCMJX
American Beacon Shapiro SMID Cap Eq R5
Price$8.91
Change+$0.04 (+0.45%)
VolumeN/A
Net Assets30.18M
WCM SMID Quality Val Fd Investor
Price$10.88
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets61.52M
SHDIX vs WCMJX Comparison Chart
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SHDIX vs. WCMJX commentary
May 12, 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: 61.5M vs. SHDIX (30.2M). SHDIX (0.00) and WCMJX (0.00) have matching dividends . SHDIX was incepted earlier than WCMJX: SHDIX (8 years) vs WCMJX (6 years). WCMJX (1.52) 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 : -16.82 vs. SHDIX (-19.80). WCMJX return over 5 years is better than : 39.31 vs. SHDIX (26.55).
| 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 | 6 years | - |
| Gain YTD | -14.981 | -7.640 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.2M | 61.5M | 49% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -19.80 | -16.82 | 118% |
| Returns for 3 years | -18.09 | 9.79 | -185% |
| Returns for 5 years | 26.55 | 39.31 | 68% |
| Returns for 10 years | N/A | N/A | - |
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