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SHDPX vs WCMJX
SHDPX vs WCMJX Comparison
Open Charts SHDPX vs WCMJX
American Beacon Shapiro SMID Cap Eq I
Price$8.17
Change-$0.67 (-7.58%)
VolumeN/A
Net Assets30.98M
WCM SMID Quality Val Fd Investor
Price$10.51
Change-$0.57 (-5.14%)
VolumeN/A
Net Assets61.72M
SHDPX vs WCMJX Comparison Chart
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SHDPX vs. WCMJX commentary
Apr 05, 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: 61.7M vs. SHDPX (31M). 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 : -16.50 vs. SHDPX (-19.49). WCMJX return over 5 years is better than : 77.85 vs. SHDPX (62.94).
| 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 | -12.992 | -5.942 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31M | 61.7M | 50% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -19.49 | -16.50 | 118% |
| Returns for 3 years | -25.49 | 1.47 | -1,740% |
| Returns for 5 years | 62.94 | 77.85 | 81% |
| Returns for 10 years | N/A | N/A | - |
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