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SHDPX vs WCMJX
SHDPX vs WCMJX Comparison
Open Charts SHDPX vs WCMJX
American Beacon Shapiro SMID Cap Eq I
Price$9.34
Change+$0.06 (+0.65%)
VolumeN/A
Net Assets26.25M
WCM SMID Quality Val Fd Investor
Price$3.41
Change+$0.01 (+0.29%)
VolumeN/A
Net Assets1.61M
SHDPX vs WCMJX Comparison Chart in %
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SHDPX 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 SHDPX is a StrongBuy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SHDPX has more cash in the bank: 26.2M vs. WCMJX (1.61M). SHDPX (0.00) and WCMJX (0.00) have matching dividends . SHDPX was incepted earlier than WCMJX: SHDPX (8 years) vs WCMJX (6 years). SHDPX (1.73) and WCMJX (1.70) have similar cost to investors . SHDPX is a more actively managed with annual turnover of: 67.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than SHDPX: WCMJX (1000) vs SHDPX (2500). SHDPX annual gain was more profitable for investors over the last year : -8.43 vs. WCMJX (-71.61). SHDPX return over 5 years is better than : -9.79 vs. WCMJX (-67.27).
| SHDPX | WCMJX | SHDPX / WCMJX | |
| Total Expense Ratio | 1.18 | 1.15 | 103% |
| Annual Report Gross Expense Ratio | 1.73 | 1.70 | 102% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | -8.071 | -71.053 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.2M | 1.61M | 1,624% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -8.43 | -71.61 | 12% |
| Returns for 3 years | -12.14 | -65.27 | 19% |
| Returns for 5 years | -9.79 | -67.27 | 15% |
| Returns for 10 years | N/A | N/A | - |
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