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UBVTX vs WCMJX
UBVTX vs WCMJX Comparison
Open Charts UBVTX vs WCMJX
Undiscovered Managers Behavioral Val R3
Price$82.68
Change-$0.40 (-0.48%)
VolumeN/A
Net Assets10B
WCM SMID Quality Val Fd Investor
Price$11.53
Change-$0.03 (-0.26%)
VolumeN/A
Net Assets60.81M
UBVTX vs WCMJX Comparison Chart in %
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UBVTX vs. WCMJX commentary
Sep 16, 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UBVTX has more cash in the bank: 10B vs. WCMJX (60.8M). UBVTX pays higher dividends than WCMJX: UBVTX (1.45) vs WCMJX (0.00). UBVTX was incepted earlier than WCMJX: UBVTX (9 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than UBVTX (1.36). UBVTX is a more actively managed with annual turnover of: 27.00 vs. WCMJX (15.00). UBVTX has a lower initial minimum investment than WCMJX: UBVTX (0) vs WCMJX (1000). UBVTX annual gain was more profitable for investors over the last year : 2.31 vs. WCMJX (-15.06). UBVTX return over 5 years is better than : 89.76 vs. WCMJX (34.26).
| UBVTX | WCMJX | UBVTX / WCMJX | |
| Total Expense Ratio | 1.30 | 1.15 | 113% |
| Annual Report Gross Expense Ratio | 1.36 | 1.70 | 80% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 3.733 | -1.868 | -200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10B | 60.8M | 16,447% |
| Annual Yield % from dividends | 1.45 | 0.00 | - |
| Returns for 1 year | 2.31 | -15.06 | -15% |
| Returns for 3 years | 12.97 | 18.08 | 72% |
| Returns for 5 years | 89.76 | 34.26 | 262% |
| Returns for 10 years | N/A | N/A | - |
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