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UBVFX vs WCMFX
UBVFX vs WCMFX Comparison
Open Charts UBVFX vs WCMFX
Undiscovered Managers Behavioral Val R6
Price$84.07
Change+$0.45 (+0.54%)
VolumeN/A
Net Assets9.47B
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.71M
UBVFX vs WCMFX Comparison Chart in %
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UBVFX vs. WCMFX commentary
Oct 19, 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 UBVFX is a Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
UBVFX has more cash in the bank: 9.47B vs. WCMFX (21.7M). UBVFX pays higher dividends than WCMFX: UBVFX (1.87) vs WCMFX (0.00). UBVFX was incepted earlier than WCMFX: UBVFX (12 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than UBVFX (0.85). UBVFX is a more actively managed with annual turnover of: 35.00 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than UBVFX: WCMFX (100000) vs UBVFX (15000000). UBVFX annual gain was more profitable for investors over the last year : -4.78 vs. WCMFX (-20.62). UBVFX return over 5 years is better than : 77.71 vs. WCMFX (23.45).
| UBVFX | WCMFX | UBVFX / WCMFX | |
| Total Expense Ratio | 0.80 | 0.90 | 89% |
| Annual Report Gross Expense Ratio | 0.85 | 1.45 | 59% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | -0.249 | -5.509 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000 | 15,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.47B | 21.7M | 43,650% |
| Annual Yield % from dividends | 1.87 | 0.00 | - |
| Returns for 1 year | -4.78 | -20.62 | 23% |
| Returns for 3 years | 11.44 | 16.46 | 70% |
| Returns for 5 years | 77.71 | 23.45 | 331% |
| Returns for 10 years | 61.44 | N/A | - |
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