Interact to see
Advertisement
Advertisement
TVOIX vs WCMFX
TVOIX vs WCMFX Comparison
Open Charts TVOIX vs WCMFX
Touchstone Small Cap Value Institutional
Price$40.79
Change-$0.18 (-0.44%)
VolumeN/A
Net Assets187.81M
WCM SMID Quality Val Fd Institutional
Price$11.74
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets60.68M
TVOIX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
TVOIX vs. WCMFX commentary
Sep 17, 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 Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TVOIX has more cash in the bank: 188M vs. WCMFX (60.7M). 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 : 8.79 vs. WCMFX (-15.22). TVOIX return over 5 years is better than : 94.76 vs. WCMFX (36.47).
| 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 | 6.832 | -1.920 | -356% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 60.7M | 310% |
| Annual Yield % from dividends | 0.65 | 0.00 | - |
| Returns for 1 year | 8.79 | -15.22 | -58% |
| Returns for 3 years | 33.54 | 18.93 | 177% |
| Returns for 5 years | 94.76 | 36.47 | 260% |
| Returns for 10 years | 106.59 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement