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UBVTX vs WCMJX
UBVTX vs WCMJX Comparison
Open Charts UBVTX vs WCMJX
Undiscovered Managers Behavioral Val R3
Price$75.05
Change+$0.17 (+0.23%)
VolumeN/A
Net Assets9.01B
WCM SMID Quality Val Fd Investor
Price$3.41
Change+$0.01 (+0.29%)
VolumeN/A
Net Assets1.61M
UBVTX vs WCMJX Comparison Chart in %
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UBVTX 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 UBVTX is a Hold and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UBVTX has more cash in the bank: 9.01B vs. WCMJX (1.61M). UBVTX pays higher dividends than WCMJX: UBVTX (1.51) vs WCMJX (0.00). UBVTX was incepted earlier than WCMJX: UBVTX (9 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than UBVTX (1.35). UBVTX is a more actively managed with annual turnover of: 35.00 vs. WCMJX (15.00). UBVTX has a lower initial minimum investment than WCMJX: UBVTX (0) vs WCMJX (1000). UBVTX annual gain was more profitable for investors over the last year : -6.78 vs. WCMJX (-71.61). UBVTX return over 5 years is better than : 26.18 vs. WCMJX (-67.27).
| UBVTX | WCMJX | UBVTX / WCMJX | |
| Total Expense Ratio | 1.30 | 1.15 | 113% |
| Annual Report Gross Expense Ratio | 1.35 | 1.70 | 79% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | -6.293 | -71.053 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.01B | 1.61M | 558,277% |
| Annual Yield % from dividends | 1.51 | 0.00 | - |
| Returns for 1 year | -6.78 | -71.61 | 9% |
| Returns for 3 years | 6.17 | -65.27 | -9% |
| Returns for 5 years | 26.18 | -67.27 | -39% |
| Returns for 10 years | N/A | N/A | - |
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