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UBVTX vs WCMFX
UBVTX vs WCMFX Comparison
Open Charts UBVTX vs WCMFX
Undiscovered Managers Behavioral Val R3
Price$79.58
Change+$0.43 (+0.54%)
VolumeN/A
Net Assets9.51B
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
UBVTX vs WCMFX Comparison Chart in %
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UBVTX vs. WCMFX commentary
Oct 19, 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 Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
UBVTX has more cash in the bank: 9.51B vs. WCMFX (21.8M). UBVTX pays higher dividends than WCMFX: UBVTX (1.48) 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 (1.36). 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 : -5.39 vs. WCMFX (-20.62). UBVTX return over 5 years is better than : 72.52 vs. WCMFX (23.45).
| UBVTX | WCMFX | UBVTX / WCMFX | |
| Total Expense Ratio | 1.30 | 0.90 | 144% |
| Annual Report Gross Expense Ratio | 1.36 | 1.45 | 94% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | -0.637 | -5.509 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.51B | 21.8M | 43,633% |
| Annual Yield % from dividends | 1.48 | 0.00 | - |
| Returns for 1 year | -5.39 | -20.62 | 26% |
| Returns for 3 years | 9.39 | 16.46 | 57% |
| Returns for 5 years | 72.52 | 23.45 | 309% |
| Returns for 10 years | N/A | N/A | - |
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