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SHDPX vs WCMFX
SHDPX vs WCMFX Comparison
Open Charts SHDPX vs WCMFX
American Beacon Shapiro SMID Cap Eq I
Price$9.03
Change-$0.04 (-0.44%)
VolumeN/A
Net Assets24.73M
WCM SMID Quality Val Fd Institutional
Price$3.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.92M
SHDPX vs WCMFX Comparison Chart in %
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SHDPX vs. WCMFX commentary
Nov 19, 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 Hold.
FUNDAMENTALS
Fundamentals
SHDPX has more cash in the bank: 24.7M vs. WCMFX (5.92M). 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: 67.00 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 : -17.98 vs. WCMFX (-76.30). SHDPX return over 5 years is better than : -3.47 vs. WCMFX (-65.40).
| 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 | -11.122 | -71.870 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7M | 5.92M | 417% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -17.98 | -76.30 | 24% |
| Returns for 3 years | -18.18 | -67.31 | 27% |
| Returns for 5 years | -3.47 | -65.40 | 5% |
| Returns for 10 years | N/A | N/A | - |
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