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SHDPX vs WCMFX
SHDPX vs WCMFX Comparison
Open Charts SHDPX vs WCMFX
American Beacon Shapiro SMID Cap Eq I
Price$11.39
Change+$0.10 (+0.89%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$14.68
Change+$0.16 (+1.10%)
VolumeN/A
CapitalizationN/A
SHDPX vs WCMFX Comparison Chart
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SHDPX vs. WCMFX commentary
Nov 23, 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 Sell and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 77.5M vs. SHDPX (42.2M). 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 : 29.30 vs. SHDPX (8.34). WCMFX return over 5 years is better than : 42.07 vs. SHDPX (20.12).
| 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 | 4.537 | 18.724 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.2M | 77.5M | 54% |
| Annual Yield % from dividends | 0.09 | 0.00 | - |
| Returns for 1 year | 8.34 | 29.30 | 28% |
| Returns for 3 years | -16.63 | 15.70 | -106% |
| Returns for 5 years | 20.12 | 42.07 | 48% |
| Returns for 10 years | N/A | N/A | - |
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