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UBVLX vs WCMFX
UBVLX vs WCMFX Comparison
Open Charts UBVLX vs WCMFX
Undiscovered Managers Behavioral Val L
Price$78.77
Change+$0.10 (+0.13%)
VolumeN/A
Net Assets9.26B
WCM SMID Quality Val Fd Institutional
Price$11.08
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets61.52M
UBVLX vs WCMFX Comparison Chart
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UBVLX vs. WCMFX commentary
May 11, 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 UBVLX is a StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UBVLX has more cash in the bank: 9.26B vs. WCMFX (61.5M). UBVLX pays higher dividends than WCMFX: UBVLX (2.02) vs WCMFX (0.00). UBVLX was incepted earlier than WCMFX: UBVLX (26 years) vs WCMFX (6 years). WCMFX (1.27) is less costly to investors than UBVLX (0.95). UBVLX is a more actively managed with annual turnover of: 27.00 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than UBVLX: WCMFX (100000) vs UBVLX (3000000). UBVLX annual gain was more profitable for investors over the last year : -4.10 vs. WCMFX (-16.44). UBVLX return over 5 years is better than : 101.03 vs. WCMFX (41.69).
| UBVLX | WCMFX | UBVLX / WCMFX | |
| Total Expense Ratio | 0.90 | 0.85 | 106% |
| Annual Report Gross Expense Ratio | 0.95 | 1.27 | 75% |
| Fund Existence | 26 years | 6 years | - |
| Gain YTD | -6.338 | -7.513 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 100000 | 3,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.26B | 61.5M | 15,050% |
| Annual Yield % from dividends | 2.02 | 0.00 | - |
| Returns for 1 year | -4.10 | -16.44 | 25% |
| Returns for 3 years | 1.64 | 10.91 | 15% |
| Returns for 5 years | 101.03 | 41.69 | 242% |
| Returns for 10 years | 48.46 | N/A | - |
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