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UBVFX vs WCMJX
UBVFX vs WCMJX Comparison
Open Charts UBVFX vs WCMJX
Undiscovered Managers Behavioral Val R6
Price$87.30
Change-$0.42 (-0.48%)
VolumeN/A
Net Assets10B
WCM SMID Quality Val Fd Investor
Price$11.53
Change-$0.03 (-0.26%)
VolumeN/A
Net Assets60.81M
UBVFX vs WCMJX Comparison Chart in %
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UBVFX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UBVFX has more cash in the bank: 10B vs. WCMJX (60.8M). UBVFX pays higher dividends than WCMJX: UBVFX (1.83) vs WCMJX (0.00). UBVFX was incepted earlier than WCMJX: UBVFX (12 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than UBVFX (0.85). UBVFX is a more actively managed with annual turnover of: 27.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than UBVFX: WCMJX (1000) vs UBVFX (15000000). UBVFX annual gain was more profitable for investors over the last year : 2.95 vs. WCMJX (-15.06). UBVFX return over 5 years is better than : 95.44 vs. WCMJX (34.26).
| UBVFX | WCMJX | UBVFX / WCMJX | |
| Total Expense Ratio | 0.80 | 1.15 | 70% |
| Annual Report Gross Expense Ratio | 0.85 | 1.70 | 50% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 4.082 | -1.868 | -219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| 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 | -15.06 | -20% |
| Returns for 3 years | 15.09 | 18.08 | 83% |
| Returns for 5 years | 95.44 | 34.26 | 279% |
| Returns for 10 years | 75.55 | N/A | - |
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