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UBVSX vs WCMFX
UBVSX vs WCMFX Comparison
Open Charts UBVSX vs WCMFX
Undiscovered Managers Behavioral Val I
Price$85.43
Change-$0.05 (-0.06%)
VolumeN/A
Net Assets9.81B
WCM SMID Quality Val Fd Institutional
Price$11.50
Change+$0.10 (+0.88%)
VolumeN/A
Net Assets22.01M
UBVSX vs WCMFX Comparison Chart in %
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UBVSX vs. WCMFX commentary
Oct 09, 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 UBVSX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UBVSX has more cash in the bank: 9.81B vs. WCMFX (22M). UBVSX pays higher dividends than WCMFX: UBVSX (1.72) vs WCMFX (0.00). UBVSX was incepted earlier than WCMFX: UBVSX (12 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than UBVSX (1.10). UBVSX is a more actively managed with annual turnover of: 27.00 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than UBVSX: WCMFX (100000) vs UBVSX (1000000). UBVSX annual gain was more profitable for investors over the last year : 0.88 vs. WCMFX (-18.45). UBVSX return over 5 years is better than : 80.23 vs. WCMFX (25.14).
| UBVSX | WCMFX | UBVSX / WCMFX | |
| Total Expense Ratio | 0.99 | 0.90 | 110% |
| Annual Report Gross Expense Ratio | 1.10 | 1.45 | 76% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 2.163 | -4.841 | -45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.81B | 22M | 44,591% |
| Annual Yield % from dividends | 1.72 | 0.00 | - |
| Returns for 1 year | 0.88 | -18.45 | -5% |
| Returns for 3 years | 18.76 | 20.13 | 93% |
| Returns for 5 years | 80.23 | 25.14 | 319% |
| Returns for 10 years | 61.35 | N/A | - |
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