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TVOIX vs WCMFX
TVOIX vs WCMFX Comparison
Open Charts TVOIX vs WCMFX
Touchstone Small Cap Value Institutional
Price$40.22
Change-$0.39 (-0.96%)
VolumeN/A
Net Assets183.96M
WCM SMID Quality Val Fd Institutional
Price$11.36
Change-$0.14 (-1.22%)
VolumeN/A
Net Assets22.17M
TVOIX vs WCMFX Comparison Chart in %
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TVOIX vs. WCMFX commentary
Oct 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 TVOIX is a Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
TVOIX has more cash in the bank: 184M vs. WCMFX (22.2M). TVOIX pays higher dividends than WCMFX: TVOIX (0.65) vs WCMFX (0.00). TVOIX was incepted earlier than WCMFX: TVOIX (15 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than TVOIX (1.13). TVOIX is a more actively managed with annual turnover of: 41.00 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than TVOIX: WCMFX (100000) vs TVOIX (500000). TVOIX annual gain was more profitable for investors over the last year : 6.57 vs. WCMFX (-18.21). TVOIX return over 5 years is better than : 86.88 vs. WCMFX (26.23).
| TVOIX | WCMFX | TVOIX / WCMFX | |
| Total Expense Ratio | 0.94 | 0.90 | 104% |
| Annual Report Gross Expense Ratio | 1.13 | 1.45 | 78% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 5.893 | -4.007 | -147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 22.2M | 829% |
| Annual Yield % from dividends | 0.65 | 0.00 | - |
| Returns for 1 year | 6.57 | -18.21 | -36% |
| Returns for 3 years | 37.78 | 21.18 | 178% |
| Returns for 5 years | 86.88 | 26.23 | 331% |
| Returns for 10 years | 96.41 | N/A | - |
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