Ad is loading...
SHDPX vs WCMFX
SHDPX vs WCMFX Comparison
Open Charts SHDPX vs WCMFX
American Beacon Shapiro SMID Cap Eq I
Price$8.20
Change+$0.23 (+2.89%)
VolumeN/A
Net Assets27.93M
WCM SMID Quality Val Fd Institutional
Price$10.70
Change+$0.20 (+1.90%)
VolumeN/A
Net Assets60.23M
SHDPX vs WCMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SHDPX vs. WCMFX commentary
Apr 25, 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 Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 60.2M vs. SHDPX (27.9M). SHDPX (0.00) and WCMFX (0.00) have matching dividends . SHDPX was incepted earlier than WCMFX: SHDPX (8 years) vs WCMFX (5 years). SHDPX (1.54) is less costly to investors than WCMFX (1.27). SHDPX is a more actively managed with annual turnover of: 43.00 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 : -18.03 vs. SHDPX (-23.44). WCMFX return over 5 years is better than : 47.06 vs. SHDPX (26.61).
| SHDPX | WCMFX | SHDPX / WCMFX | |
| Total Expense Ratio | 1.18 | 0.85 | 139% |
| Annual Report Gross Expense Ratio | 1.54 | 1.27 | 121% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -21.555 | -12.354 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.9M | 60.2M | 46% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -23.44 | -18.03 | 130% |
| Returns for 3 years | -30.12 | -1.41 | 2,139% |
| Returns for 5 years | 26.61 | 47.06 | 57% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers