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SHDYX vs WCMJX
SHDYX vs WCMJX Comparison
Open Charts SHDYX vs WCMJX
American Beacon Shapiro SMID Cap Eq Y
Price$10.75
Change-$0.34 (-3.07%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Investor
Price$11.90
Change-$0.40 (-3.25%)
VolumeN/A
CapitalizationN/A
SHDYX vs WCMJX Comparison Chart
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SHDYX vs. WCMJX commentary
Dec 19, 2024
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: 69M vs. SHDYX (39.7M). 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 : 3.02 vs. SHDYX (-4.64). WCMJX return over 5 years is better than : 17.14 vs. SHDYX (11.06).
| 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 | 0.727 | 1.821 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.7M | 69M | 58% |
| Annual Yield % from dividends | 0.08 | 0.00 | - |
| Returns for 1 year | -4.64 | 3.02 | -154% |
| Returns for 3 years | -15.75 | 10.41 | -151% |
| Returns for 5 years | 11.06 | 17.14 | 64% |
| Returns for 10 years | N/A | N/A | - |
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