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SHDPX vs WCMJX
SHDPX vs WCMJX Comparison
Open Charts SHDPX vs WCMJX
American Beacon Shapiro SMID Cap Eq I
Price$10.35
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets37.7M
WCM SMID Quality Val Fd Investor
Price$12.42
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets70.18M
SHDPX vs WCMJX Comparison Chart
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SHDPX vs. WCMJX commentary
Jan 24, 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 70.2M vs. SHDPX (37.7M). SHDPX pays higher dividends than WCMJX: SHDPX (0.09) vs WCMJX (0.00). SHDPX was incepted earlier than WCMJX: SHDPX (7 years) vs WCMJX (5 years). SHDPX is a more actively managed with annual turnover of: 36.00 vs. WCMJX (22.00). WCMJX has a lower initial minimum investment than SHDPX: WCMJX (1000) vs SHDPX (2500). WCMJX annual gain was more profitable for investors over the last year : 4.71 vs. SHDPX (-2.99). WCMJX return over 5 years is better than : 17.14 vs. SHDPX (12.26).
| SHDPX | WCMJX | SHDPX / WCMJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | 2.067 | 5.603 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.7M | 70.2M | 54% |
| Annual Yield % from dividends | 0.09 | 0.00 | - |
| Returns for 1 year | -2.99 | 4.71 | -64% |
| Returns for 3 years | -9.16 | 17.03 | -54% |
| Returns for 5 years | 12.26 | 17.14 | 72% |
| Returns for 10 years | N/A | N/A | - |
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