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SHDPX vs WCMJX
SHDPX vs WCMJX Comparison
Open Charts SHDPX vs WCMJX
American Beacon Shapiro SMID Cap Eq I
Price$10.04
Change+$0.08 (+0.80%)
VolumeN/A
Net Assets29.79M
WCM SMID Quality Val Fd Investor
Price$11.83
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets62.37M
SHDPX vs WCMJX Comparison Chart in %
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SHDPX vs. WCMJX commentary
Aug 28, 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 Buy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 62.4M vs. SHDPX (29.8M). 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). SHDPX annual gain was more profitable for investors over the last year : -8.06 vs. WCMJX (-14.65). WCMJX return over 5 years is better than : 29.48 vs. SHDPX (20.55).
| 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 | -1.181 | -0.085 | 1,391% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8M | 62.4M | 48% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -8.06 | -14.65 | 55% |
| Returns for 3 years | -8.20 | 14.61 | -56% |
| Returns for 5 years | 20.55 | 29.48 | 70% |
| Returns for 10 years | N/A | N/A | - |
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