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UBVRX vs WCMJX
UBVRX vs WCMJX Comparison
Open Charts UBVRX vs WCMJX
Undiscovered Managers Behavioral Val R2
Price$80.17
Change+$0.68 (+0.86%)
VolumeN/A
Net Assets9.24B
WCM SMID Quality Val Fd Investor
Price$3.38
Change+$0.03 (+0.90%)
VolumeN/A
Net Assets2.65M
UBVRX vs WCMJX Comparison Chart in %
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UBVRX vs. WCMJX commentary
Dec 04, 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 UBVRX is a Hold and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
UBVRX has more cash in the bank: 9.24B vs. WCMJX (2.65M). UBVRX pays higher dividends than WCMJX: UBVRX (1.31) vs WCMJX (0.00). UBVRX was incepted earlier than WCMJX: UBVRX (13 years) vs WCMJX (6 years). WCMJX (1.70) and UBVRX (1.62) have similar cost to investors . UBVRX is a more actively managed with annual turnover of: 35.00 vs. WCMJX (15.00). UBVRX has a lower initial minimum investment than WCMJX: UBVRX (0) vs WCMJX (1000). UBVRX annual gain was more profitable for investors over the last year : -9.44 vs. WCMJX (-77.15). UBVRX return over 5 years is better than : 39.09 vs. WCMJX (-66.50).
| UBVRX | WCMJX | UBVRX / WCMJX | |
| Total Expense Ratio | 1.55 | 1.15 | 135% |
| Annual Report Gross Expense Ratio | 1.62 | 1.70 | 95% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 0.275 | -71.647 | -0% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.24B | 2.65M | 349,452% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | -9.44 | -77.15 | 12% |
| Returns for 3 years | 0.41 | -68.40 | -1% |
| Returns for 5 years | 39.09 | -66.50 | -59% |
| Returns for 10 years | 46.70 | N/A | - |
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