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SHDYX vs WCMJX
SHDYX vs WCMJX Comparison
Open Charts SHDYX vs WCMJX
American Beacon Shapiro SMID Cap Eq Y
Price$10.05
Change-$0.19 (-1.86%)
VolumeN/A
Net Assets35.3M
WCM SMID Quality Val Fd Investor
Price$11.65
Change-$0.22 (-1.85%)
VolumeN/A
Net Assets66.52M
SHDYX vs WCMJX Comparison Chart
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SHDYX vs. WCMJX commentary
Feb 23, 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 Hold and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 66.5M vs. SHDYX (35.3M). SHDYX pays higher dividends than WCMJX: SHDYX (0.08) vs WCMJX (0.00). SHDYX was incepted earlier than WCMJX: SHDYX (7 years) vs WCMJX (5 years). SHDYX is a more actively managed with annual turnover of: 36.00 vs. WCMJX (22.00). WCMJX has a lower initial minimum investment than SHDYX: WCMJX (1000) vs SHDYX (100000). WCMJX annual gain was more profitable for investors over the last year : -4.66 vs. SHDYX (-6.77). WCMJX return over 5 years is better than : 11.25 vs. SHDYX (6.96).
| SHDYX | WCMJX | SHDYX / WCMJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | -3.272 | 0.764 | -428% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.3M | 66.5M | 53% |
| Annual Yield % from dividends | 0.08 | 0.00 | - |
| Returns for 1 year | -6.77 | -4.66 | 145% |
| Returns for 3 years | -13.40 | 10.73 | -125% |
| Returns for 5 years | 6.96 | 11.25 | 62% |
| Returns for 10 years | N/A | N/A | - |
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