Interact to see
Advertisement
Advertisement
SHDPX vs WCMJX
SHDPX vs WCMJX Comparison
Open Charts SHDPX vs WCMJX
American Beacon Shapiro SMID Cap Eq I
Price$9.31
Change-$0.11 (-1.17%)
VolumeN/A
Net Assets26.82M
WCM SMID Quality Val Fd Investor
Price$10.69
Change-$0.13 (-1.20%)
VolumeN/A
Net Assets7.4M
SHDPX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SHDPX vs. WCMJX commentary
Nov 14, 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
SHDPX has more cash in the bank: 26.8M vs. WCMJX (7.41M). SHDPX (0.00) and WCMJX (0.00) have matching dividends . SHDPX was incepted earlier than WCMJX: SHDPX (8 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than SHDPX (1.54). 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 : -16.19 vs. WCMJX (-25.22). WCMJX return over 5 years is better than : 13.30 vs. SHDPX (4.29).
| SHDPX | WCMJX | SHDPX / WCMJX | |
| Total Expense Ratio | 1.18 | 1.15 | 103% |
| Annual Report Gross Expense Ratio | 1.54 | 1.70 | 91% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | -7.283 | -8.149 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.8M | 7.41M | 362% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -16.19 | -25.22 | 64% |
| Returns for 3 years | -16.90 | 4.14 | -408% |
| Returns for 5 years | 4.29 | 13.30 | 32% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement