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TVOCX vs WCMJX
TVOCX vs WCMJX Comparison
Open Charts TVOCX vs WCMJX
Touchstone Small Cap Value C
Price$37.17
Change-$0.21 (-0.56%)
VolumeN/A
Net Assets185.44M
WCM SMID Quality Val Fd Investor
Price$11.16
Change-$0.18 (-1.59%)
VolumeN/A
Net Assets59.32M
TVOCX vs WCMJX Comparison Chart in %
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TVOCX vs. WCMJX 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
TVOCX has more cash in the bank: 185M vs. WCMJX (59.3M). TVOCX (0.00) and WCMJX (0.00) have matching dividends . TVOCX was incepted earlier than WCMJX: TVOCX (15 years) vs WCMJX (6 years). TVOCX (5.30) is less costly to investors than WCMJX (1.70). TVOCX is a more actively managed with annual turnover of: 41.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than TVOCX: WCMJX (1000) vs TVOCX (2500). TVOCX annual gain was more profitable for investors over the last year : 5.77 vs. WCMJX (-17.65). TVOCX return over 5 years is better than : 93.43 vs. WCMJX (36.96).
| TVOCX | WCMJX | TVOCX / WCMJX | |
| Total Expense Ratio | 2.01 | 1.15 | 175% |
| Annual Report Gross Expense Ratio | 5.30 | 1.70 | 312% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 4.823 | -3.735 | -129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | -17.65 | -33% |
| Returns for 3 years | 36.55 | 22.20 | 165% |
| Returns for 5 years | 93.43 | 36.96 | 253% |
| Returns for 10 years | 90.44 | N/A | - |
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