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SHDPX vs WCMFX
SHDPX vs WCMFX Comparison
Open Charts SHDPX vs WCMFX
American Beacon Shapiro SMID Cap Eq I
Price$9.83
Change-$0.19 (-1.90%)
VolumeN/A
Net Assets35.3M
WCM SMID Quality Val Fd Institutional
Price$11.85
Change-$0.22 (-1.82%)
VolumeN/A
Net Assets66.52M
SHDPX vs WCMFX Comparison Chart
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SHDPX vs. WCMFX commentary
Feb 23, 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: 66.5M vs. SHDPX (35.3M). 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 : -6.03 vs. SHDPX (-7.00). WCMFX return over 5 years is better than : 11.06 vs. SHDPX (5.52).
| SHDPX | WCMFX | SHDPX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | -3.248 | -1.085 | 299% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.3M | 66.5M | 53% |
| Annual Yield % from dividends | 0.09 | 0.00 | - |
| Returns for 1 year | -7.00 | -6.03 | 116% |
| Returns for 3 years | -14.11 | 9.72 | -145% |
| Returns for 5 years | 5.52 | 11.06 | 50% |
| Returns for 10 years | N/A | N/A | - |
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