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SHDPX vs WCMFX
SHDPX vs WCMFX Comparison
Open Charts SHDPX vs WCMFX
American Beacon Shapiro SMID Cap Eq I
Price$8.17
Change-$0.67 (-7.58%)
VolumeN/A
Net Assets30.98M
WCM SMID Quality Val Fd Institutional
Price$10.70
Change-$0.58 (-5.14%)
VolumeN/A
Net Assets61.72M
SHDPX vs WCMFX Comparison Chart
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SHDPX vs. WCMFX commentary
Apr 05, 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: 61.7M vs. SHDPX (31M). 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 : -16.07 vs. SHDPX (-19.49). WCMFX return over 5 years is better than : 80.77 vs. SHDPX (62.94).
| 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 | -12.992 | -5.843 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31M | 61.7M | 50% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -19.49 | -16.07 | 121% |
| Returns for 3 years | -25.49 | 2.45 | -1,039% |
| Returns for 5 years | 62.94 | 80.77 | 78% |
| Returns for 10 years | N/A | N/A | - |
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