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SHDYX vs WCMJX
SHDYX vs WCMJX Comparison
Open Charts SHDYX vs WCMJX
American Beacon Shapiro SMID Cap Eq Y
Price$7.84
Change-$0.15 (-1.88%)
VolumeN/A
Net Assets27.38M
WCM SMID Quality Val Fd Investor
Price$10.16
Change-$0.15 (-1.45%)
VolumeN/A
Net Assets60.03M
SHDYX vs WCMJX Comparison Chart
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SHDYX vs. WCMJX commentary
Apr 17, 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: 60M vs. SHDYX (27.4M). SHDYX (0.00) and WCMJX (0.00) have matching dividends . SHDYX was incepted earlier than WCMJX: SHDYX (8 years) vs WCMJX (5 years). WCMJX (1.52) is less costly to investors than SHDYX (1.31). SHDYX is a more actively managed with annual turnover of: 43.00 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 : -18.50 vs. SHDYX (-24.90). WCMJX return over 5 years is better than : 44.20 vs. SHDYX (22.04).
| SHDYX | WCMJX | SHDYX / WCMJX | |
| Total Expense Ratio | 0.97 | 1.10 | 88% |
| Annual Report Gross Expense Ratio | 1.31 | 1.52 | 86% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -24.543 | -12.479 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.4M | 60M | 46% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -24.90 | -18.50 | 135% |
| Returns for 3 years | -33.14 | -3.28 | 1,009% |
| Returns for 5 years | 22.04 | 44.20 | 50% |
| Returns for 10 years | N/A | N/A | - |
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