Interact to see
Advertisement
Advertisement
SHDYX vs WCMJX
SHDYX vs WCMJX Comparison
Open Charts SHDYX vs WCMJX
American Beacon Shapiro SMID Cap Eq Y
Price$9.99
Change+$0.05 (+0.50%)
VolumeN/A
Net Assets30.17M
WCM SMID Quality Val Fd Investor
Price$11.60
Change+$0.06 (+0.52%)
VolumeN/A
Net Assets63.2M
SHDYX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SHDYX vs. WCMJX commentary
Jul 06, 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: 63.2M vs. SHDYX (30.2M). 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 : -6.81 vs. WCMJX (-10.91). WCMJX return over 5 years is better than : 38.59 vs. SHDYX (35.68).
| 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 | -3.850 | -1.528 | 252% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.2M | 63.2M | 48% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -6.81 | -10.91 | 62% |
| Returns for 3 years | -3.47 | 15.77 | -22% |
| Returns for 5 years | 35.68 | 38.59 | 92% |
| Returns for 10 years | N/A | N/A | - |