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UBVTX vs WCMJX
UBVTX vs WCMJX Comparison
Open Charts UBVTX vs WCMJX
Undiscovered Managers Behavioral Val R3
Price$79.58
Change+$0.43 (+0.54%)
VolumeN/A
Net Assets9.51B
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
UBVTX vs WCMJX Comparison Chart in %
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UBVTX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
UBVTX has more cash in the bank: 9.51B vs. WCMJX (21.8M). UBVTX pays higher dividends than WCMJX: UBVTX (1.48) 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 (1.36). 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 : -5.39 vs. WCMJX (-21.05). UBVTX return over 5 years is better than : 72.52 vs. WCMJX (21.44).
| UBVTX | WCMJX | UBVTX / WCMJX | |
| Total Expense Ratio | 1.30 | 1.15 | 113% |
| Annual Report Gross Expense Ratio | 1.36 | 1.70 | 80% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | -0.637 | -5.772 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -21.05 | 26% |
| Returns for 3 years | 9.39 | 15.26 | 62% |
| Returns for 5 years | 72.52 | 21.44 | 338% |
| Returns for 10 years | N/A | N/A | - |
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