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SHDYX vs WCMJX
SHDYX vs WCMJX Comparison
Open Charts SHDYX vs WCMJX
American Beacon Shapiro SMID Cap Eq Y
Price$9.64
Change-$0.03 (-0.31%)
VolumeN/A
Net Assets27.13M
WCM SMID Quality Val Fd Investor
Price$10.82
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets7.39M
SHDYX vs WCMJX Comparison Chart in %
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SHDYX 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 SHDYX is a Hold and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
SHDYX has more cash in the bank: 27.1M vs. WCMJX (7.39M). 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: 67.00 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 : -16.03 vs. WCMJX (-25.22). WCMJX return over 5 years is better than : 13.30 vs. SHDYX (5.67).
| 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 | -7.218 | -8.149 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.1M | 7.39M | 367% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -16.03 | -25.22 | 64% |
| Returns for 3 years | -16.22 | 4.14 | -392% |
| Returns for 5 years | 5.67 | 13.30 | 43% |
| Returns for 10 years | N/A | N/A | - |
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