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UBVTX vs WCMFX
UBVTX vs WCMFX Comparison
Open Charts UBVTX vs WCMFX
Undiscovered Managers Behavioral Val R3
Price$75.76
Change-$0.37 (-0.49%)
VolumeN/A
Net Assets8.88B
WCM SMID Quality Val Fd Institutional
Price$3.36
Change-$0.01 (-0.30%)
VolumeN/A
Net Assets5.92M
UBVTX vs WCMFX Comparison Chart in %
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UBVTX vs. WCMFX commentary
Nov 20, 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 UBVTX is a Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
UBVTX has more cash in the bank: 8.88B vs. WCMFX (5.92M). UBVTX pays higher dividends than WCMFX: UBVTX (1.54) vs WCMFX (0.00). UBVTX was incepted earlier than WCMFX: UBVTX (9 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than UBVTX (1.36). UBVTX is a more actively managed with annual turnover of: 35.00 vs. WCMFX (15.00). UBVTX has a lower initial minimum investment than WCMFX: UBVTX (0) vs WCMFX (100000). UBVTX annual gain was more profitable for investors over the last year : -10.90 vs. WCMFX (-76.28). UBVTX return over 5 years is better than : 38.21 vs. WCMFX (-65.29).
| UBVTX | WCMFX | UBVTX / WCMFX | |
| Total Expense Ratio | 1.30 | 0.90 | 144% |
| Annual Report Gross Expense Ratio | 1.36 | 1.45 | 94% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | -5.406 | -71.870 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.88B | 5.92M | 149,949% |
| Annual Yield % from dividends | 1.54 | 0.00 | - |
| Returns for 1 year | -10.90 | -76.28 | 14% |
| Returns for 3 years | -2.47 | -67.31 | 4% |
| Returns for 5 years | 38.21 | -65.29 | -59% |
| Returns for 10 years | N/A | N/A | - |
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