Ad is loading...
Ad is loading...
SHDPX vs WCMJX
SHDPX vs WCMJX Comparison
Open Charts SHDPX vs WCMJX
American Beacon Shapiro SMID Cap Eq I
Price$11.39
Change+$0.10 (+0.89%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Investor
Price$14.47
Change+$0.15 (+1.05%)
VolumeN/A
CapitalizationN/A
SHDPX vs WCMJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SHDPX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 77.5M vs. SHDPX (42.2M). 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 : 29.01 vs. SHDPX (8.34). WCMJX return over 5 years is better than : 40.25 vs. SHDPX (20.12).
| 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 | 4.537 | 18.543 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | 29.01 | 29% |
| Returns for 3 years | -16.63 | 14.84 | -112% |
| Returns for 5 years | 20.12 | 40.25 | 50% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TNWCX | 24.94 | 0.30 | +1.22% |
| Nuveen Social Choice LwCrbn Eq R6 | |||
| HWLZX | 47.96 | 0.51 | +1.07% |
| Hotchkis & Wiley Large Cap Fdml Value Z | |||
| WTRCX | 14.09 | 0.10 | +0.71% |
| Delaware Ivy Core Equity Fund Class C | |||
| IVNQX | 42.81 | 0.16 | +0.38% |
| Invesco Nasdaq 100 Index R6 | |||
| RIBEX | 61.67 | 0.17 | +0.28% |
| American Funds Invmt Co of Amer R2E | |||