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UBVSX vs WCMJX
UBVSX vs WCMJX Comparison
Open Charts UBVSX vs WCMJX
Undiscovered Managers Behavioral Val I
Price$78.76
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
UBVSX vs WCMJX Comparison Chart in %
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UBVSX 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 UBVSX is a Hold and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UBVSX has more cash in the bank: 9.01B vs. WCMJX (1.61M). UBVSX pays higher dividends than WCMJX: UBVSX (1.76) vs WCMJX (0.00). UBVSX was incepted earlier than WCMJX: UBVSX (13 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than UBVSX (1.09). UBVSX is a more actively managed with annual turnover of: 35.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than UBVSX: WCMJX (1000) vs UBVSX (1000000). UBVSX annual gain was more profitable for investors over the last year : -6.35 vs. WCMJX (-71.61). UBVSX return over 5 years is better than : 28.94 vs. WCMJX (-67.27).
| UBVSX | WCMJX | UBVSX / WCMJX | |
| Total Expense Ratio | 0.99 | 1.15 | 86% |
| Annual Report Gross Expense Ratio | 1.09 | 1.70 | 64% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | -5.868 | -71.053 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.01B | 1.61M | 558,277% |
| Annual Yield % from dividends | 1.76 | 0.00 | - |
| Returns for 1 year | -6.35 | -71.61 | 9% |
| Returns for 3 years | 7.75 | -65.27 | -12% |
| Returns for 5 years | 28.94 | -67.27 | -43% |
| Returns for 10 years | 52.91 | N/A | - |
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