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UBVSX vs WCMJX
UBVSX vs WCMJX Comparison
Open Charts UBVSX vs WCMJX
Undiscovered Managers Behavioral Val I
Price$81.96
Change-$0.35 (-0.43%)
VolumeN/A
Net Assets9.16B
WCM SMID Quality Val Fd Investor
Price$10.69
Change-$0.13 (-1.20%)
VolumeN/A
Net Assets7.4M
UBVSX vs WCMJX Comparison Chart in %
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UBVSX 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 UBVSX is a Buy and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
UBVSX has more cash in the bank: 9.16B vs. WCMJX (7.41M). UBVSX pays higher dividends than WCMJX: UBVSX (1.78) 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 (1.10). 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 : -8.60 vs. WCMJX (-25.22). UBVSX return over 5 years is better than : 51.53 vs. WCMJX (13.30).
| UBVSX | WCMJX | UBVSX / WCMJX | |
| Total Expense Ratio | 0.99 | 1.15 | 86% |
| Annual Report Gross Expense Ratio | 1.10 | 1.70 | 65% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | -1.625 | -8.149 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.16B | 7.41M | 123,687% |
| Annual Yield % from dividends | 1.78 | 0.00 | - |
| Returns for 1 year | -8.60 | -25.22 | 34% |
| Returns for 3 years | 1.78 | 4.14 | 43% |
| Returns for 5 years | 51.53 | 13.30 | 387% |
| Returns for 10 years | 55.61 | N/A | - |
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