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SHDPX vs WCMFX
SHDPX vs WCMFX Comparison
Open Charts SHDPX vs WCMFX
American Beacon Shapiro SMID Cap Eq I
Price$9.76
Change+$0.05 (+0.51%)
VolumeN/A
Net Assets30.01M
WCM SMID Quality Val Fd Institutional
Price$11.81
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets62.8M
SHDPX vs WCMFX Comparison Chart in %
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SHDPX vs. WCMFX commentary
Jul 04, 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: 62.8M vs. SHDPX (30M). SHDPX (0.00) and WCMFX (0.00) have matching dividends . SHDPX was incepted earlier than WCMFX: SHDPX (8 years) vs WCMFX (6 years). SHDPX (1.54) is less costly to investors than WCMFX (1.45). SHDPX is a more actively managed with annual turnover of: 43.00 vs. WCMFX (15.00). SHDPX has a lower initial minimum investment than WCMFX: SHDPX (2500) vs WCMFX (100000). SHDPX annual gain was more profitable for investors over the last year : -7.14 vs. WCMFX (-10.92). WCMFX return over 5 years is better than : 40.21 vs. SHDPX (33.66).
| SHDPX | WCMFX | SHDPX / WCMFX | |
| Total Expense Ratio | 1.18 | 0.90 | 131% |
| Annual Report Gross Expense Ratio | 1.54 | 1.45 | 106% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | -3.937 | -1.920 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30M | 62.8M | 48% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -7.14 | -10.92 | 65% |
| Returns for 3 years | -4.40 | 16.22 | -27% |
| Returns for 5 years | 33.66 | 40.21 | 84% |
| Returns for 10 years | N/A | N/A | - |
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