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UBVFX vs WCMJX
UBVFX vs WCMJX Comparison
Open Charts UBVFX vs WCMJX
Undiscovered Managers Behavioral Val R6
Price$79.38
Change+$0.19 (+0.24%)
VolumeN/A
Net Assets9.01B
WCM SMID Quality Val Fd Investor
Price$3.41
Change+$0.01 (+0.29%)
VolumeN/A
Net Assets1.61M
UBVFX vs WCMJX Comparison Chart in %
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UBVFX vs. WCMJX commentary
Dec 28, 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 Hold and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UBVFX has more cash in the bank: 9.01B vs. WCMJX (1.61M). UBVFX pays higher dividends than WCMJX: UBVFX (1.91) vs WCMJX (0.00). UBVFX was incepted earlier than WCMJX: UBVFX (13 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than UBVFX (0.84). 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 : -6.29 vs. WCMJX (-71.61). UBVFX return over 5 years is better than : 30.00 vs. WCMJX (-67.27).
| UBVFX | WCMJX | UBVFX / WCMJX | |
| Total Expense Ratio | 0.80 | 1.15 | 70% |
| Annual Report Gross Expense Ratio | 0.84 | 1.70 | 49% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | -5.814 | -71.053 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.01B | 1.61M | 558,277% |
| Annual Yield % from dividends | 1.91 | 0.00 | - |
| Returns for 1 year | -6.29 | -71.61 | 9% |
| Returns for 3 years | 8.29 | -65.27 | -13% |
| Returns for 5 years | 30.00 | -67.27 | -45% |
| Returns for 10 years | 56.09 | N/A | - |
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