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SHDPX vs WCMJX
SHDPX vs WCMJX Comparison
Open Charts SHDPX vs WCMJX
American Beacon Shapiro SMID Cap Eq I
Price$11.24
Change-$0.11 (-0.97%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Investor
Price$14.47
Change-$0.08 (-0.55%)
VolumeN/A
CapitalizationN/A
SHDPX vs WCMJX Comparison Chart
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SHDPX vs. WCMJX commentary
Nov 13, 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 StrongBuy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 79.6M vs. SHDPX (42.6M). 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 : 36.64 vs. SHDPX (13.29). WCMJX return over 5 years is better than : 41.31 vs. SHDPX (17.64).
| 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 | 4.074 | 19.785 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.6M | 79.6M | 54% |
| Annual Yield % from dividends | 0.09 | 0.00 | - |
| Returns for 1 year | 13.29 | 36.64 | 36% |
| Returns for 3 years | -19.66 | 13.58 | -145% |
| Returns for 5 years | 17.64 | 41.31 | 43% |
| Returns for 10 years | N/A | N/A | - |
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