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UBVTX vs WCMFX
UBVTX vs WCMFX Comparison
Open Charts UBVTX vs WCMFX
Undiscovered Managers Behavioral Val R3
Price$79.80
Change-$0.69 (-0.86%)
VolumeN/A
Net Assets9.34B
WCM SMID Quality Val Fd Institutional
Price$3.55
Change+$0.01 (+0.28%)
VolumeN/A
Net Assets2.61M
UBVTX vs WCMFX Comparison Chart in %
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UBVTX vs. WCMFX commentary
Dec 04, 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 Buy.
FUNDAMENTALS
Fundamentals
UBVTX has more cash in the bank: 9.34B vs. WCMFX (2.61M). 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 (1.36). 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 : -9.22 vs. WCMFX (-76.13). UBVTX return over 5 years is better than : 40.53 vs. WCMFX (-64.64).
| 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 | 0.499 | -70.451 | -1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.34B | 2.61M | 357,734% |
| Annual Yield % from dividends | 1.51 | 0.00 | - |
| Returns for 1 year | -9.22 | -76.13 | 12% |
| Returns for 3 years | 0.95 | -66.82 | -1% |
| Returns for 5 years | 40.53 | -64.64 | -63% |
| Returns for 10 years | N/A | N/A | - |
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