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SHDPX vs WCMJX
SHDPX vs WCMJX Comparison
Open Charts SHDPX vs WCMJX
American Beacon Shapiro SMID Cap Eq I
Price$8.20
Change+$0.23 (+2.89%)
VolumeN/A
Net Assets27.93M
WCM SMID Quality Val Fd Investor
Price$10.51
Change+$0.19 (+1.84%)
VolumeN/A
Net Assets60.23M
SHDPX vs WCMJX Comparison Chart
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SHDPX vs. WCMJX commentary
Apr 25, 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: 60.2M vs. SHDPX (27.9M). SHDPX (0.00) and WCMJX (0.00) have matching dividends . SHDPX was incepted earlier than WCMJX: SHDPX (8 years) vs WCMJX (5 years). SHDPX (1.54) and WCMJX (1.52) have similar cost to investors . SHDPX is a more actively managed with annual turnover of: 43.00 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 : -18.42 vs. SHDPX (-23.44). WCMJX return over 5 years is better than : 44.94 vs. SHDPX (26.61).
| SHDPX | WCMJX | SHDPX / WCMJX | |
| Total Expense Ratio | 1.18 | 1.10 | 107% |
| Annual Report Gross Expense Ratio | 1.54 | 1.52 | 101% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -21.555 | -12.394 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.9M | 60.2M | 46% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -23.44 | -18.42 | 127% |
| Returns for 3 years | -30.12 | -2.37 | 1,274% |
| Returns for 5 years | 26.61 | 44.94 | 59% |
| Returns for 10 years | N/A | N/A | - |
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