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UBVRX vs WCMFX
UBVRX vs WCMFX Comparison
Open Charts UBVRX vs WCMFX
Undiscovered Managers Behavioral Val R2
Price$79.29
Change+$0.42 (+0.53%)
VolumeN/A
Net Assets9.51B
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
UBVRX vs WCMFX Comparison Chart in %
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UBVRX vs. WCMFX commentary
Oct 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 UBVRX is a Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
UBVRX has more cash in the bank: 9.51B vs. WCMFX (21.8M). UBVRX pays higher dividends than WCMFX: UBVRX (1.28) vs WCMFX (0.00). UBVRX was incepted earlier than WCMFX: UBVRX (12 years) vs WCMFX (6 years). UBVRX (1.62) is less costly to investors than WCMFX (1.45). UBVRX is a more actively managed with annual turnover of: 35.00 vs. WCMFX (15.00). UBVRX has a lower initial minimum investment than WCMFX: UBVRX (0) vs WCMFX (100000). UBVRX annual gain was more profitable for investors over the last year : -5.63 vs. WCMFX (-20.62). UBVRX return over 5 years is better than : 70.74 vs. WCMFX (23.45).
| UBVRX | WCMFX | UBVRX / WCMFX | |
| Total Expense Ratio | 1.55 | 0.90 | 172% |
| Annual Report Gross Expense Ratio | 1.62 | 1.45 | 112% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | -0.838 | -5.509 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.51B | 21.8M | 43,633% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | -5.63 | -20.62 | 27% |
| Returns for 3 years | 8.79 | 16.46 | 53% |
| Returns for 5 years | 70.74 | 23.45 | 302% |
| Returns for 10 years | 48.92 | N/A | - |
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