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UBVFX vs WCMJX
UBVFX vs WCMJX Comparison
Open Charts UBVFX vs WCMJX
Undiscovered Managers Behavioral Val R6
Price$80.46
Change+$0.16 (+0.20%)
VolumeN/A
Net Assets8.88B
WCM SMID Quality Val Fd Investor
Price$3.18
Change+$0.01 (+0.32%)
VolumeN/A
Net Assets5.92M
UBVFX vs WCMJX Comparison Chart in %
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UBVFX vs. WCMJX 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
UBVFX has more cash in the bank: 8.88B vs. WCMJX (5.92M). UBVFX pays higher dividends than WCMJX: UBVFX (1.94) vs WCMJX (0.00). UBVFX was incepted earlier than WCMJX: UBVFX (13 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: 35.00 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 : -10.12 vs. WCMJX (-77.39). UBVFX return over 5 years is better than : 42.55 vs. WCMJX (-67.35).
| UBVFX | WCMJX | UBVFX / WCMJX | |
| Total Expense Ratio | 0.80 | 1.15 | 70% |
| Annual Report Gross Expense Ratio | 0.85 | 1.70 | 50% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | -4.533 | -73.090 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| 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 | -77.39 | 13% |
| Returns for 3 years | -0.15 | -68.98 | 0% |
| Returns for 5 years | 42.55 | -67.35 | -63% |
| Returns for 10 years | 50.42 | N/A | - |
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