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UBVFX vs WCMFX
UBVFX vs WCMFX Comparison
Open Charts UBVFX vs WCMFX
Undiscovered Managers Behavioral Val R6
Price$87.30
Change-$0.42 (-0.48%)
VolumeN/A
Net Assets10B
WCM SMID Quality Val Fd Institutional
Price$11.75
Change-$0.03 (-0.25%)
VolumeN/A
Net Assets60.81M
UBVFX vs WCMFX Comparison Chart in %
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UBVFX vs. WCMFX commentary
Sep 16, 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 UBVFX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UBVFX has more cash in the bank: 10B vs. WCMFX (60.8M). UBVFX pays higher dividends than WCMFX: UBVFX (1.83) vs WCMFX (0.00). UBVFX was incepted earlier than WCMFX: UBVFX (12 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than UBVFX (0.85). UBVFX is a more actively managed with annual turnover of: 27.00 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than UBVFX: WCMFX (100000) vs UBVFX (15000000). UBVFX annual gain was more profitable for investors over the last year : 2.95 vs. WCMFX (-14.64). UBVFX return over 5 years is better than : 95.44 vs. WCMFX (36.34).
| UBVFX | WCMFX | UBVFX / WCMFX | |
| Total Expense Ratio | 0.80 | 0.90 | 89% |
| Annual Report Gross Expense Ratio | 0.85 | 1.45 | 59% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 4.082 | -1.669 | -244% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000 | 15,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10B | 60.8M | 16,447% |
| Annual Yield % from dividends | 1.83 | 0.00 | - |
| Returns for 1 year | 2.95 | -14.64 | -20% |
| Returns for 3 years | 15.09 | 19.23 | 78% |
| Returns for 5 years | 95.44 | 36.34 | 263% |
| Returns for 10 years | 75.55 | N/A | - |
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