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UBVFX vs WCMJX
UBVFX vs WCMJX Comparison
Open Charts UBVFX vs WCMJX
Undiscovered Managers Behavioral Val R6
Price$84.07
Change+$0.45 (+0.54%)
VolumeN/A
Net Assets9.47B
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
UBVFX vs WCMJX Comparison Chart in %
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UBVFX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
UBVFX has more cash in the bank: 9.47B vs. WCMJX (21.8M). UBVFX pays higher dividends than WCMJX: UBVFX (1.87) vs WCMJX (0.00). UBVFX was incepted earlier than WCMJX: UBVFX (12 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than UBVFX (0.85). UBVFX is a more actively managed with annual turnover of: 35.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than UBVFX: WCMJX (1000) vs UBVFX (15000000). UBVFX annual gain was more profitable for investors over the last year : -4.78 vs. WCMJX (-21.05). UBVFX return over 5 years is better than : 77.71 vs. WCMJX (21.44).
| UBVFX | WCMJX | UBVFX / WCMJX | |
| Total Expense Ratio | 0.80 | 1.15 | 70% |
| Annual Report Gross Expense Ratio | 0.85 | 1.70 | 50% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | -0.249 | -5.772 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.47B | 21.8M | 43,450% |
| Annual Yield % from dividends | 1.87 | 0.00 | - |
| Returns for 1 year | -4.78 | -21.05 | 23% |
| Returns for 3 years | 11.44 | 15.26 | 75% |
| Returns for 5 years | 77.71 | 21.44 | 362% |
| Returns for 10 years | 61.44 | N/A | - |
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