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UBVFX vs WCMFX
UBVFX vs WCMFX Comparison
Open Charts UBVFX vs WCMFX
Undiscovered Managers Behavioral Val R6
Price$80.46
Change+$0.16 (+0.20%)
VolumeN/A
Net Assets8.88B
WCM SMID Quality Val Fd Institutional
Price$3.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.92M
UBVFX vs WCMFX Comparison Chart in %
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UBVFX vs. WCMFX commentary
Nov 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 UBVFX is a Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
UBVFX has more cash in the bank: 8.88B vs. WCMFX (5.92M). UBVFX pays higher dividends than WCMFX: UBVFX (1.94) vs WCMFX (0.00). UBVFX was incepted earlier than WCMFX: UBVFX (13 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: 35.00 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 : -10.12 vs. WCMFX (-76.30). UBVFX return over 5 years is better than : 42.55 vs. WCMFX (-65.40).
| UBVFX | WCMFX | UBVFX / WCMFX | |
| Total Expense Ratio | 0.80 | 0.90 | 89% |
| Annual Report Gross Expense Ratio | 0.85 | 1.45 | 59% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | -4.533 | -71.870 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000 | 15,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.88B | 5.92M | 150,008% |
| Annual Yield % from dividends | 1.94 | 0.00 | - |
| Returns for 1 year | -10.12 | -76.30 | 13% |
| Returns for 3 years | -0.15 | -67.31 | 0% |
| Returns for 5 years | 42.55 | -65.40 | -65% |
| Returns for 10 years | 50.42 | N/A | - |
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