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UBVTX vs WCMFX
UBVTX vs WCMFX Comparison
Open Charts UBVTX vs WCMFX
Undiscovered Managers Behavioral Val R3
Price$75.05
Change+$0.17 (+0.23%)
VolumeN/A
Net Assets8.96B
WCM SMID Quality Val Fd Institutional
Price$3.62
Change+$0.01 (+0.28%)
VolumeN/A
Net Assets1.61M
UBVTX vs WCMFX Comparison Chart in %
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UBVTX vs. WCMFX 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 UBVTX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UBVTX has more cash in the bank: 8.96B vs. WCMFX (1.61M). UBVTX pays higher dividends than WCMFX: UBVTX (1.51) vs WCMFX (0.00). UBVTX was incepted earlier than WCMFX: UBVTX (9 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than UBVTX (1.35). UBVTX is a more actively managed with annual turnover of: 35.00 vs. WCMFX (15.00). UBVTX has a lower initial minimum investment than WCMFX: UBVTX (0) vs WCMFX (100000). UBVTX annual gain was more profitable for investors over the last year : -6.67 vs. WCMFX (-70.39). UBVTX return over 5 years is better than : 25.89 vs. WCMFX (-65.45).
| UBVTX | WCMFX | UBVTX / WCMFX | |
| Total Expense Ratio | 1.30 | 0.90 | 144% |
| Annual Report Gross Expense Ratio | 1.35 | 1.45 | 93% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | -6.505 | -69.866 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.96B | 1.61M | 555,735% |
| Annual Yield % from dividends | 1.51 | 0.00 | - |
| Returns for 1 year | -6.67 | -70.39 | 9% |
| Returns for 3 years | 6.41 | -63.72 | -10% |
| Returns for 5 years | 25.89 | -65.45 | -40% |
| Returns for 10 years | N/A | N/A | - |
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