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TVOCX vs WCMFX
TVOCX vs WCMFX Comparison
Open Charts TVOCX vs WCMFX
Touchstone Small Cap Value C
Price$37.17
Change-$0.21 (-0.56%)
VolumeN/A
Net Assets185.44M
WCM SMID Quality Val Fd Institutional
Price$11.37
Change-$0.19 (-1.64%)
VolumeN/A
Net Assets59.32M
TVOCX vs WCMFX Comparison Chart in %
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TVOCX vs. WCMFX 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 TVOCX is a Buy and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
TVOCX has more cash in the bank: 185M vs. WCMFX (59.3M). TVOCX (0.00) and WCMFX (0.00) have matching dividends . TVOCX was incepted earlier than WCMFX: TVOCX (15 years) vs WCMFX (6 years). TVOCX (5.30) is less costly to investors than WCMFX (1.45). TVOCX is a more actively managed with annual turnover of: 41.00 vs. WCMFX (15.00). TVOCX has a lower initial minimum investment than WCMFX: TVOCX (2500) vs WCMFX (100000). TVOCX annual gain was more profitable for investors over the last year : 5.77 vs. WCMFX (-17.25). TVOCX return over 5 years is better than : 93.43 vs. WCMFX (39.11).
| TVOCX | WCMFX | TVOCX / WCMFX | |
| Total Expense Ratio | 2.01 | 0.90 | 223% |
| Annual Report Gross Expense Ratio | 5.30 | 1.45 | 366% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 4.823 | -3.506 | -138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 59.3M | 312% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 5.77 | -17.25 | -33% |
| Returns for 3 years | 36.55 | 23.37 | 156% |
| Returns for 5 years | 93.43 | 39.11 | 239% |
| Returns for 10 years | 90.44 | N/A | - |
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