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UBVLX vs WCMJX
UBVLX vs WCMJX Comparison
Open Charts UBVLX vs WCMJX
Undiscovered Managers Behavioral Val L
Price$78.77
Change+$0.10 (+0.13%)
VolumeN/A
Net Assets9.26B
WCM SMID Quality Val Fd Investor
Price$10.88
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets61.52M
UBVLX vs WCMJX Comparison Chart
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UBVLX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UBVLX has more cash in the bank: 9.26B vs. WCMJX (61.5M). UBVLX pays higher dividends than WCMJX: UBVLX (2.02) vs WCMJX (0.00). UBVLX was incepted earlier than WCMJX: UBVLX (26 years) vs WCMJX (6 years). WCMJX (1.52) is less costly to investors than UBVLX (0.95). UBVLX is a more actively managed with annual turnover of: 27.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than UBVLX: WCMJX (1000) vs UBVLX (3000000). UBVLX annual gain was more profitable for investors over the last year : -4.10 vs. WCMJX (-16.82). UBVLX return over 5 years is better than : 101.03 vs. WCMJX (39.31).
| UBVLX | WCMJX | UBVLX / WCMJX | |
| Total Expense Ratio | 0.90 | 1.10 | 82% |
| Annual Report Gross Expense Ratio | 0.95 | 1.52 | 63% |
| Fund Existence | 26 years | 6 years | - |
| Gain YTD | -6.338 | -7.640 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 1000 | 300,000% |
| 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 | -16.82 | 24% |
| Returns for 3 years | 1.64 | 9.79 | 17% |
| Returns for 5 years | 101.03 | 39.31 | 257% |
| Returns for 10 years | 48.46 | N/A | - |
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