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SHDPX vs WCMFX
SHDPX vs WCMFX Comparison
Open Charts SHDPX vs WCMFX
American Beacon Shapiro SMID Cap Eq I
Price$9.89
Change-$0.07 (-0.70%)
VolumeN/A
Net Assets29.04M
WCM SMID Quality Val Fd Institutional
Price$11.57
Change-$0.06 (-0.52%)
VolumeN/A
Net Assets51.02M
SHDPX vs WCMFX Comparison Chart in %
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SHDPX vs. WCMFX commentary
Oct 08, 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: 51M vs. SHDPX (29M). 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). SHDPX annual gain was more profitable for investors over the last year : -8.37 vs. WCMFX (-16.39). WCMFX return over 5 years is better than : 29.94 vs. SHDPX (20.58).
| 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 | -1.969 | -2.922 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29M | 51M | 57% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -8.37 | -16.39 | 51% |
| Returns for 3 years | -1.28 | 22.55 | -6% |
| Returns for 5 years | 20.58 | 29.94 | 69% |
| Returns for 10 years | N/A | N/A | - |
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