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SHDPX vs WCMJX
SHDPX vs WCMJX Comparison
Open Charts SHDPX vs WCMJX
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 Investor
Price$11.35
Change-$0.07 (-0.61%)
VolumeN/A
Net Assets23.69B
SHDPX vs WCMJX Comparison Chart in %
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SHDPX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 23.7B vs. SHDPX (29M). SHDPX (0.00) and WCMJX (0.00) have matching dividends . SHDPX was incepted earlier than WCMJX: SHDPX (8 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than SHDPX (1.54). SHDPX is a more actively managed with annual turnover of: 43.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than SHDPX: WCMJX (1000) vs SHDPX (2500). SHDPX annual gain was more profitable for investors over the last year : -8.37 vs. WCMJX (-16.76). WCMJX return over 5 years is better than : 28.03 vs. SHDPX (20.58).
| SHDPX | WCMJX | SHDPX / WCMJX | |
| Total Expense Ratio | 1.18 | 1.15 | 103% |
| Annual Report Gross Expense Ratio | 1.54 | 1.70 | 91% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | -1.969 | -3.056 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29M | 23.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -8.37 | -16.76 | 50% |
| Returns for 3 years | -1.28 | 21.49 | -6% |
| Returns for 5 years | 20.58 | 28.03 | 73% |
| Returns for 10 years | N/A | N/A | - |
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