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UBVTX vs WCMJX
UBVTX vs WCMJX Comparison
Open Charts UBVTX vs WCMJX
Undiscovered Managers Behavioral Val R3
Price$75.76
Change-$0.37 (-0.49%)
VolumeN/A
Net Assets8.88B
WCM SMID Quality Val Fd Investor
Price$3.17
Change-$0.01 (-0.31%)
VolumeN/A
Net Assets5.92M
UBVTX vs WCMJX Comparison Chart in %
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UBVTX vs. WCMJX 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
UBVTX has more cash in the bank: 8.88B vs. WCMJX (5.92M). UBVTX pays higher dividends than WCMJX: UBVTX (1.54) 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: 35.00 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 : -10.90 vs. WCMJX (-77.30). UBVTX return over 5 years is better than : 38.21 vs. WCMJX (-67.15).
| 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 | -5.406 | -73.005 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -77.30 | 14% |
| Returns for 3 years | -2.47 | -68.88 | 4% |
| Returns for 5 years | 38.21 | -67.15 | -57% |
| Returns for 10 years | N/A | N/A | - |
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