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UBVRX vs WCMJX
UBVRX vs WCMJX Comparison
Open Charts UBVRX vs WCMJX
Undiscovered Managers Behavioral Val R2
Price$74.90
Change+$0.17 (+0.23%)
VolumeN/A
Net Assets9.01B
WCM SMID Quality Val Fd Investor
Price$3.41
Change+$0.01 (+0.29%)
VolumeN/A
Net Assets1.61M
UBVRX vs WCMJX Comparison Chart in %
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UBVRX vs. WCMJX commentary
Dec 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
UBVRX has more cash in the bank: 9.01B vs. WCMJX (1.61M). 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 : -6.82 vs. WCMJX (-71.61). UBVRX return over 5 years is better than : 25.14 vs. WCMJX (-67.27).
| 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 | -6.328 | -71.053 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.01B | 1.61M | 558,277% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | -6.82 | -71.61 | 10% |
| Returns for 3 years | 5.56 | -65.27 | -9% |
| Returns for 5 years | 25.14 | -67.27 | -37% |
| Returns for 10 years | 44.17 | N/A | - |
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