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SHDPX vs WCMJX
SHDPX vs WCMJX Comparison
Open Charts SHDPX vs WCMJX
American Beacon Shapiro SMID Cap Eq I
Price$10.06
Change+$0.03 (+0.30%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Investor
Price$11.92
Change-$0.02 (-0.17%)
VolumeN/A
CapitalizationN/A
SHDPX vs WCMJX Comparison Chart
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SHDPX vs. WCMJX commentary
Dec 25, 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 Hold and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 67.1M vs. SHDPX (36.6M). 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 : -1.32 vs. SHDPX (-6.51). WCMJX return over 5 years is better than : 12.67 vs. SHDPX (6.87).
| 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 | -6.852 | -1.325 | 517% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.6M | 67.1M | 55% |
| Annual Yield % from dividends | 0.09 | 0.00 | - |
| Returns for 1 year | -6.51 | -1.32 | 491% |
| Returns for 3 years | -15.49 | 4.20 | -369% |
| Returns for 5 years | 6.87 | 12.67 | 54% |
| Returns for 10 years | N/A | N/A | - |
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