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SHDPX vs WCMFX
SHDPX vs WCMFX Comparison
Open Charts SHDPX vs WCMFX
American Beacon Shapiro SMID Cap Eq I
Price$9.65
Change+$0.14 (+1.47%)
VolumeN/A
Net Assets27.53M
WCM SMID Quality Val Fd Institutional
Price$11.48
Change+$0.16 (+1.41%)
VolumeN/A
Net Assets21.79M
SHDPX vs WCMFX Comparison Chart in %
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SHDPX vs. WCMFX commentary
Oct 21, 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 SHDPX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
SHDPX has more cash in the bank: 27.5M vs. WCMFX (21.8M). SHDPX (0.00) and WCMFX (0.00) have matching dividends . SHDPX was incepted earlier than WCMFX: SHDPX (8 years) vs WCMFX (6 years). SHDPX (1.54) is less costly to investors than WCMFX (1.45). SHDPX is a more actively managed with annual turnover of: 67.00 vs. WCMFX (15.00). SHDPX has a lower initial minimum investment than WCMFX: SHDPX (2500) vs WCMFX (100000). SHDPX annual gain was more profitable for investors over the last year : -14.25 vs. WCMFX (-20.62). WCMFX return over 5 years is better than : 23.45 vs. SHDPX (13.26).
| SHDPX | WCMFX | SHDPX / WCMFX | |
| Total Expense Ratio | 1.18 | 0.90 | 131% |
| Annual Report Gross Expense Ratio | 1.54 | 1.45 | 106% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | -6.398 | -5.509 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.5M | 21.8M | 126% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -14.25 | -20.62 | 69% |
| Returns for 3 years | -8.46 | 16.46 | -51% |
| Returns for 5 years | 13.26 | 23.45 | 57% |
| Returns for 10 years | N/A | N/A | - |