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SHDPX vs WCMFX
SHDPX vs WCMFX Comparison
Open Charts SHDPX vs WCMFX
American Beacon Shapiro SMID Cap Eq I
Price$10.35
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets37.7M
WCM SMID Quality Val Fd Institutional
Price$12.63
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets70.18M
SHDPX vs WCMFX Comparison Chart
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SHDPX vs. WCMFX commentary
Jan 24, 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 SHDPX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 70.2M vs. SHDPX (37.7M). SHDPX pays higher dividends than WCMFX: SHDPX (0.09) vs WCMFX (0.00). SHDPX was incepted earlier than WCMFX: SHDPX (7 years) vs WCMFX (5 years). SHDPX is a more actively managed with annual turnover of: 36.00 vs. WCMFX (22.00). SHDPX has a lower initial minimum investment than WCMFX: SHDPX (2500) vs WCMFX (100000). WCMFX annual gain was more profitable for investors over the last year : 5.24 vs. SHDPX (-2.99). WCMFX return over 5 years is better than : 19.21 vs. SHDPX (12.26).
| SHDPX | WCMFX | SHDPX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | 2.067 | 5.676 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.7M | 70.2M | 54% |
| Annual Yield % from dividends | 0.09 | 0.00 | - |
| Returns for 1 year | -2.99 | 5.24 | -57% |
| Returns for 3 years | -9.16 | 18.21 | -50% |
| Returns for 5 years | 12.26 | 19.21 | 64% |
| Returns for 10 years | N/A | N/A | - |
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