Ad is loading...
SHDPX vs WCMFX
SHDPX vs WCMFX Comparison
Open Charts SHDPX vs WCMFX
American Beacon Shapiro SMID Cap Eq I
Price$10.12
Change+$0.06 (+0.60%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$12.19
Change+$0.07 (+0.58%)
VolumeN/A
CapitalizationN/A
SHDPX vs WCMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SHDPX vs. WCMFX commentary
Dec 25, 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 Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 67M vs. SHDPX (38.2M). 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 : -0.82 vs. SHDPX (-6.51). WCMFX return over 5 years is better than : 14.56 vs. SHDPX (6.87).
| 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 | -6.852 | -0.899 | 762% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.2M | 67M | 57% |
| Annual Yield % from dividends | 0.09 | 0.00 | - |
| Returns for 1 year | -6.51 | -0.82 | 795% |
| Returns for 3 years | -15.49 | 5.21 | -297% |
| Returns for 5 years | 6.87 | 14.56 | 47% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers