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UBVRX vs WCMJX
UBVRX vs WCMJX Comparison
Open Charts UBVRX vs WCMJX
Undiscovered Managers Behavioral Val R2
Price$80.67
Change-$0.82 (-1.01%)
VolumeN/A
Net Assets9.84B
WCM SMID Quality Val Fd Investor
Price$11.16
Change-$0.18 (-1.59%)
VolumeN/A
Net Assets59.32M
UBVRX vs WCMJX Comparison Chart in %
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UBVRX vs. WCMJX 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
UBVRX has more cash in the bank: 9.84B vs. WCMJX (59.3M). UBVRX pays higher dividends than WCMJX: UBVRX (1.26) 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: 27.00 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 : 0.02 vs. WCMJX (-17.65). UBVRX return over 5 years is better than : 100.10 vs. WCMJX (36.96).
| 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 | 1.913 | -3.735 | -51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -17.65 | -0% |
| Returns for 3 years | 19.29 | 22.20 | 87% |
| Returns for 5 years | 100.10 | 36.96 | 271% |
| Returns for 10 years | 64.10 | N/A | - |
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