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SHDYX vs WCMJX
SHDYX vs WCMJX Comparison
Open Charts SHDYX vs WCMJX
American Beacon Shapiro SMID Cap Eq Y
Price$9.96
Change-$0.08 (-0.80%)
VolumeN/A
Net Assets29.92M
WCM SMID Quality Val Fd Investor
Price$11.50
Change-$0.05 (-0.43%)
VolumeN/A
Net Assets61.7M
SHDYX vs WCMJX Comparison Chart in %
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SHDYX vs. WCMJX commentary
Aug 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: 61.7M vs. SHDYX (29.9M). 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 : -8.71 vs. WCMJX (-15.01). WCMJX return over 5 years is better than : 26.09 vs. SHDYX (18.72).
| 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 | -4.139 | -1.952 | 212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.9M | 61.7M | 48% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -8.71 | -15.01 | 58% |
| Returns for 3 years | -14.98 | 3.96 | -378% |
| Returns for 5 years | 18.72 | 26.09 | 72% |
| Returns for 10 years | N/A | N/A | - |
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