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UBVUX vs WCMFX
UBVUX vs WCMFX Comparison
Open Charts UBVUX vs WCMFX
Undiscovered Managers Behavioral Val R4
Price$78.03
Change+$0.10 (+0.13%)
VolumeN/A
Net Assets9.26B
WCM SMID Quality Val Fd Institutional
Price$11.08
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets61.52M
UBVUX vs WCMFX Comparison Chart
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UBVUX vs. WCMFX commentary
May 11, 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 UBVUX is a StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UBVUX has more cash in the bank: 9.26B vs. WCMFX (61.5M). UBVUX pays higher dividends than WCMFX: UBVUX (1.86) vs WCMFX (0.00). UBVUX was incepted earlier than WCMFX: UBVUX (8 years) vs WCMFX (6 years). WCMFX (1.27) is less costly to investors than UBVUX (1.11). UBVUX is a more actively managed with annual turnover of: 27.00 vs. WCMFX (15.00). UBVUX has a lower initial minimum investment than WCMFX: UBVUX (0) vs WCMFX (100000). UBVUX annual gain was more profitable for investors over the last year : -4.28 vs. WCMFX (-16.44). UBVUX return over 5 years is better than : 99.35 vs. WCMFX (41.69).
| UBVUX | WCMFX | UBVUX / WCMFX | |
| Total Expense Ratio | 1.05 | 0.85 | 124% |
| Annual Report Gross Expense Ratio | 1.11 | 1.27 | 87% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | -6.394 | -7.513 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.26B | 61.5M | 15,050% |
| Annual Yield % from dividends | 1.86 | 0.00 | - |
| Returns for 1 year | -4.28 | -16.44 | 26% |
| Returns for 3 years | 1.11 | 10.91 | 10% |
| Returns for 5 years | 99.35 | 41.69 | 238% |
| Returns for 10 years | N/A | N/A | - |
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