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UBVRX vs WCMFX
UBVRX vs WCMFX Comparison
Open Charts UBVRX vs WCMFX
Undiscovered Managers Behavioral Val R2
Price$80.67
Change-$0.82 (-1.01%)
VolumeN/A
Net Assets9.84B
WCM SMID Quality Val Fd Institutional
Price$11.37
Change-$0.19 (-1.64%)
VolumeN/A
Net Assets59.32M
UBVRX vs WCMFX Comparison Chart in %
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UBVRX vs. WCMFX commentary
Sep 26, 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 Hold.
FUNDAMENTALS
Fundamentals
UBVRX has more cash in the bank: 9.84B vs. WCMFX (59.3M). UBVRX pays higher dividends than WCMFX: UBVRX (1.26) 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: 27.00 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 : 0.02 vs. WCMFX (-17.25). UBVRX return over 5 years is better than : 100.10 vs. WCMFX (39.11).
| 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 | 1.913 | -3.506 | -55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.84B | 59.3M | 16,595% |
| Annual Yield % from dividends | 1.26 | 0.00 | - |
| Returns for 1 year | 0.02 | -17.25 | -0% |
| Returns for 3 years | 19.29 | 23.37 | 83% |
| Returns for 5 years | 100.10 | 39.11 | 256% |
| Returns for 10 years | 64.10 | N/A | - |
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