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SHDPX vs WCMFX
SHDPX vs WCMFX Comparison
Open Charts SHDPX vs WCMFX
American Beacon Shapiro SMID Cap Eq I
Price$11.31
Change-$0.03 (-0.26%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$14.66
Change-$0.02 (-0.14%)
VolumeN/A
CapitalizationN/A
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SHDPX vs WCMFX Comparison Chart
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SHDPX vs. WCMFX commentary
Nov 11, 2024
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 StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 78.9M vs. SHDPX (42.4M). 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 : 38.69 vs. SHDPX (15.16). WCMFX return over 5 years is better than : 41.51 vs. SHDPX (16.24).
| 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 | 4.722 | 19.869 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4M | 78.9M | 54% |
| Annual Yield % from dividends | 0.09 | 0.00 | - |
| Returns for 1 year | 15.16 | 38.69 | 39% |
| Returns for 3 years | -18.71 | 15.34 | -122% |
| Returns for 5 years | 16.24 | 41.51 | 39% |
| Returns for 10 years | N/A | N/A | - |
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