Interact to see
Advertisement
Advertisement
SHDIX vs WCMJX
SHDIX vs WCMJX Comparison
Open Charts SHDIX vs WCMJX
American Beacon Shapiro SMID Cap Eq R5
Price$9.62
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets26.07M
WCM SMID Quality Val Fd Investor
Price$3.40
Change+$0.01 (+0.29%)
VolumeN/A
Net Assets1.61M
SHDIX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SHDIX vs. WCMJX commentary
Dec 27, 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 SHDIX is a StrongBuy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SHDIX has more cash in the bank: 26.1M vs. WCMJX (1.61M). SHDIX (0.00) and WCMJX (0.00) have matching dividends . SHDIX was incepted earlier than WCMJX: SHDIX (8 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than SHDIX (1.39). SHDIX is a more actively managed with annual turnover of: 67.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than SHDIX: WCMJX (1000) vs SHDIX (250000). SHDIX annual gain was more profitable for investors over the last year : -7.85 vs. WCMJX (-71.64). SHDIX return over 5 years is better than : -8.42 vs. WCMJX (-67.37).
| SHDIX | WCMJX | SHDIX / WCMJX | |
| Total Expense Ratio | 0.90 | 1.15 | 78% |
| Annual Report Gross Expense Ratio | 1.39 | 1.70 | 82% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | -8.206 | -71.138 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.1M | 1.61M | 1,618% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -7.85 | -71.64 | 11% |
| Returns for 3 years | -11.42 | -65.48 | 17% |
| Returns for 5 years | -8.42 | -67.37 | 13% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement