Interact to see
Advertisement
Advertisement
UBVVX vs WPGTX
UBVVX vs WPGTX Comparison
Open Charts UBVVX vs WPGTX
Undiscovered Managers Behavioral Val R5
Price$85.13
Change-$0.86 (-1.00%)
VolumeN/A
Net Assets9.84B
WPG Partners Small Cap Value Div Fund
Price$20.02
Change-$0.16 (-0.79%)
VolumeN/A
Net Assets32.34M
UBVVX vs WPGTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
UBVVX vs. WPGTX commentary
Sep 26, 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 UBVVX is a Buy and WPGTX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.84B vs. WPGTX (32.3M). UBVVX pays higher dividends than WPGTX: UBVVX (1.77) vs WPGTX (0.75). UBVVX was incepted earlier than WPGTX: UBVVX (9 years) vs WPGTX (54 years). WPGTX (1.27) is less costly to investors than UBVVX (0.95). WPGTX is a more actively managed with annual turnover of: 74.00 vs. UBVVX (27.00). UBVVX has a lower initial minimum investment than WPGTX: UBVVX (0) vs WPGTX (100000). UBVVX annual gain was more profitable for investors over the last year : 0.80 vs. WPGTX (-2.58). UBVVX return over 5 years is better than : 107.32 vs. WPGTX (89.56).
| UBVVX | WPGTX | UBVVX / WPGTX | |
| Total Expense Ratio | 0.90 | 1.10 | 82% |
| Annual Report Gross Expense Ratio | 0.95 | 1.27 | 75% |
| Fund Existence | 9 years | 54 years | - |
| Gain YTD | 2.393 | 4.451 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.84B | 32.3M | 30,467% |
| Annual Yield % from dividends | 1.77 | 0.75 | 237% |
| Returns for 1 year | 0.80 | -2.58 | -31% |
| Returns for 3 years | 21.87 | 15.01 | 146% |
| Returns for 5 years | 107.32 | 89.56 | 120% |
| Returns for 10 years | N/A | 49.05 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| WTMY | 25.51 | 0.06 | +0.24% |
| WisdomTree High Income Ldrd Muncpl | |||
| PSCQ | 28.93 | N/A | N/A |
| Pacer Swan SOS Conservative (Oct) ETF | |||
| FIXP | 19.85 | N/A | N/A |
| FolioBeyond Enhanced Fixed Inc Prm ETF | |||
| FJUN | 55.60 | -0.13 | -0.23% |
| FT Vest US Equity Buffer ETF Jun | |||
| AVMC | 68.66 | -0.63 | -0.91% |
| Avantis U.S. Mid Cap Equity ETF | |||