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UBVRX vs WCMJX
UBVRX vs WCMJX Comparison
Open Charts UBVRX vs WCMJX
Undiscovered Managers Behavioral Val R2
Price$77.95
Change-$0.33 (-0.42%)
VolumeN/A
Net Assets9.16B
WCM SMID Quality Val Fd Investor
Price$10.69
Change-$0.13 (-1.20%)
VolumeN/A
Net Assets7.4M
UBVRX vs WCMJX Comparison Chart in %
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UBVRX 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 UBVRX is a Buy and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
UBVRX has more cash in the bank: 9.16B vs. WCMJX (7.41M). UBVRX pays higher dividends than WCMJX: UBVRX (1.33) 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 : -9.22 vs. WCMJX (-25.22). UBVRX return over 5 years is better than : 46.96 vs. WCMJX (13.30).
| 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 | -2.101 | -8.149 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.16B | 7.41M | 123,687% |
| Annual Yield % from dividends | 1.33 | 0.00 | - |
| Returns for 1 year | -9.22 | -25.22 | 37% |
| Returns for 3 years | -0.15 | 4.14 | -4% |
| Returns for 5 years | 46.96 | 13.30 | 353% |
| Returns for 10 years | 46.63 | N/A | - |
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