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UBVUX vs WCMJX
UBVUX vs WCMJX Comparison
Open Charts UBVUX vs WCMJX
Undiscovered Managers Behavioral Val R4
Price$77.92
Change-$0.50 (-0.64%)
VolumeN/A
Net Assets9.3B
WCM SMID Quality Val Fd Investor
Price$10.85
Change-$0.10 (-0.91%)
VolumeN/A
Net Assets61.53M
UBVUX vs WCMJX Comparison Chart
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UBVUX vs. WCMJX commentary
May 24, 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 Hold and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UBVUX has more cash in the bank: 9.3B vs. WCMJX (61.5M). UBVUX pays higher dividends than WCMJX: UBVUX (1.86) vs WCMJX (0.00). UBVUX was incepted earlier than WCMJX: UBVUX (8 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than UBVUX (1.11). UBVUX is a more actively managed with annual turnover of: 27.00 vs. WCMJX (15.00). UBVUX has a lower initial minimum investment than WCMJX: UBVUX (0) vs WCMJX (1000). UBVUX annual gain was more profitable for investors over the last year : -2.15 vs. WCMJX (-16.16). UBVUX return over 5 years is better than : 103.11 vs. WCMJX (38.78).
| UBVUX | WCMJX | UBVUX / WCMJX | |
| Total Expense Ratio | 1.05 | 1.15 | 91% |
| Annual Report Gross Expense Ratio | 1.11 | 1.70 | 65% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | -5.926 | -7.046 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.3B | 61.5M | 15,128% |
| Annual Yield % from dividends | 1.86 | 0.00 | - |
| Returns for 1 year | -2.15 | -16.16 | 13% |
| Returns for 3 years | 0.27 | 8.42 | 3% |
| Returns for 5 years | 103.11 | 38.78 | 266% |
| Returns for 10 years | N/A | N/A | - |
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