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SHDPX vs WCMJX
SHDPX vs WCMJX Comparison
Open Charts SHDPX vs WCMJX
American Beacon Shapiro SMID Cap Eq I
Price$8.91
Change+$0.11 (+1.25%)
VolumeN/A
Net Assets27.96M
WCM SMID Quality Val Fd Investor
Price$11.13
Change+$0.07 (+0.63%)
VolumeN/A
Net Assets60.5M
SHDPX vs WCMJX Comparison Chart
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SHDPX vs. WCMJX commentary
Jun 07, 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: 60.5M vs. SHDPX (28M). 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). WCMJX annual gain was more profitable for investors over the last year : -14.73 vs. SHDPX (-16.18). WCMJX return over 5 years is better than : 21.81 vs. SHDPX (7.36).
| 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 | -12.303 | -6.112 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28M | 60.5M | 46% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -16.18 | -14.73 | 110% |
| Returns for 3 years | -19.78 | 4.05 | -489% |
| Returns for 5 years | 7.36 | 21.81 | 34% |
| Returns for 10 years | N/A | N/A | - |
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