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SHDPX vs WCMFX
SHDPX vs WCMFX Comparison
Open Charts SHDPX vs WCMFX
American Beacon Shapiro SMID Cap Eq I
Price$8.91
Change+$0.11 (+1.25%)
VolumeN/A
Net Assets27.96M
WCM SMID Quality Val Fd Institutional
Price$11.33
Change+$0.07 (+0.62%)
VolumeN/A
Net Assets60.5M
SHDPX vs WCMFX Comparison Chart
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SHDPX vs. WCMFX commentary
Jun 07, 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: 60.5M vs. SHDPX (28M). 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). WCMFX annual gain was more profitable for investors over the last year : -14.31 vs. SHDPX (-16.18). WCMFX return over 5 years is better than : 23.87 vs. SHDPX (7.36).
| 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 | -12.303 | -6.010 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28M | 60.5M | 46% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -16.18 | -14.31 | 113% |
| Returns for 3 years | -19.78 | 5.04 | -393% |
| Returns for 5 years | 7.36 | 23.87 | 31% |
| Returns for 10 years | N/A | N/A | - |
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