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SHDPX vs WCMJX
SHDPX vs WCMJX Comparison
Open Charts SHDPX vs WCMJX
American Beacon Shapiro SMID Cap Eq I
Price$9.83
Change-$0.19 (-1.90%)
VolumeN/A
Net Assets35.3M
WCM SMID Quality Val Fd Investor
Price$11.65
Change-$0.22 (-1.85%)
VolumeN/A
Net Assets66.52M
SHDPX vs WCMJX Comparison Chart
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SHDPX vs. WCMJX commentary
Feb 23, 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: 66.5M vs. SHDPX (35.3M). 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 : -6.43 vs. SHDPX (-7.00). WCMJX return over 5 years is better than : 9.18 vs. SHDPX (5.52).
| 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 | -3.248 | -1.104 | 294% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.3M | 66.5M | 53% |
| Annual Yield % from dividends | 0.09 | 0.00 | - |
| Returns for 1 year | -7.00 | -6.43 | 109% |
| Returns for 3 years | -14.11 | 8.68 | -163% |
| Returns for 5 years | 5.52 | 9.18 | 60% |
| Returns for 10 years | N/A | N/A | - |
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