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UBVRX vs WCMJX
UBVRX vs WCMJX Comparison
Open Charts UBVRX vs WCMJX
Undiscovered Managers Behavioral Val R2
Price$79.29
Change+$0.42 (+0.53%)
VolumeN/A
Net Assets9.51B
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
UBVRX vs WCMJX Comparison Chart in %
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UBVRX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
UBVRX has more cash in the bank: 9.51B vs. WCMJX (21.8M). UBVRX pays higher dividends than WCMJX: UBVRX (1.28) vs WCMJX (0.00). UBVRX was incepted earlier than WCMJX: UBVRX (12 years) vs WCMJX (6 years). WCMJX (1.70) and UBVRX (1.62) have similar cost to investors . UBVRX is a more actively managed with annual turnover of: 35.00 vs. WCMJX (15.00). UBVRX has a lower initial minimum investment than WCMJX: UBVRX (0) vs WCMJX (1000). UBVRX annual gain was more profitable for investors over the last year : -5.63 vs. WCMJX (-21.05). UBVRX return over 5 years is better than : 70.74 vs. WCMJX (21.44).
| UBVRX | WCMJX | UBVRX / WCMJX | |
| Total Expense Ratio | 1.55 | 1.15 | 135% |
| Annual Report Gross Expense Ratio | 1.62 | 1.70 | 95% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | -0.838 | -5.772 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -21.05 | 27% |
| Returns for 3 years | 8.79 | 15.26 | 58% |
| Returns for 5 years | 70.74 | 21.44 | 330% |
| Returns for 10 years | 48.92 | N/A | - |
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