SHDPX
Price
$11.24
Change
-$0.11 (-0.97%)
Updated
Nov 12 closing price
WCMFX
Price
$14.67
Change
-$0.09 (-0.61%)
Updated
Nov 12 closing price
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SHDPX vs WCMFX

Header iconSHDPX vs WCMFX Comparison
Open Charts SHDPX vs WCMFXBanner chart's image
American Beacon Shapiro SMID Cap Eq I
Price$11.24
Change-$0.11 (-0.97%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$14.67
Change-$0.09 (-0.61%)
VolumeN/A
CapitalizationN/A
SHDPX vs WCMFX Comparison Chart
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SHDPX vs. WCMFX commentary
Nov 13, 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 StrongBuy and WCMFX is a StrongBuy.

FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 79.6M vs. SHDPX (42.6M). 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 : 36.97 vs. SHDPX (13.29). WCMFX return over 5 years is better than : 43.26 vs. SHDPX (17.64).
SHDPXWCMFXSHDPX / WCMFX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence7 years5 years-
Gain YTD4.07419.95120%
Front LoadN/AN/A-
Min. Initial Investment25001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets42.6M79.6M54%
Annual Yield % from dividends0.090.00-
Returns for 1 year13.2936.9736%
Returns for 3 years-19.6614.43-136%
Returns for 5 years17.6443.2641%
Returns for 10 yearsN/AN/A-
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