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SHDYX vs WCMJX
SHDYX vs WCMJX Comparison
Open Charts SHDYX vs WCMJX
American Beacon Shapiro SMID Cap Eq Y
Price$9.14
Change-$0.23 (-2.45%)
VolumeN/A
Net Assets28.26M
WCM SMID Quality Val Fd Investor
Price$10.95
Change-$0.19 (-1.71%)
VolumeN/A
Net Assets59.79M
SHDYX vs WCMJX Comparison Chart
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SHDYX vs. WCMJX commentary
Jun 15, 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 SHDYX is a Buy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 59.8M vs. SHDYX (28.3M). SHDYX (0.00) and WCMJX (0.00) have matching dividends . SHDYX was incepted earlier than WCMJX: SHDYX (8 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than SHDYX (1.31). SHDYX is a more actively managed with annual turnover of: 43.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than SHDYX: WCMJX (1000) vs SHDYX (100000). SHDYX annual gain was more profitable for investors over the last year : -15.13 vs. WCMJX (-16.73). WCMJX return over 5 years is better than : 32.89 vs. SHDYX (20.31).
| SHDYX | WCMJX | SHDYX / WCMJX | |
| Total Expense Ratio | 0.97 | 1.15 | 84% |
| Annual Report Gross Expense Ratio | 1.31 | 1.70 | 77% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | -12.031 | -7.046 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.3M | 59.8M | 47% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -15.13 | -16.73 | 90% |
| Returns for 3 years | -11.08 | 11.73 | -94% |
| Returns for 5 years | 20.31 | 32.89 | 62% |
| Returns for 10 years | N/A | N/A | - |
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