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TVOIX vs WCMFX
TVOIX vs WCMFX Comparison
Open Charts TVOIX vs WCMFX
Touchstone Small Cap Value Institutional
Price$42.54
Change+$0.15 (+0.35%)
VolumeN/A
Net Assets191.58M
WCM SMID Quality Val Fd Institutional
Price$3.56
Change+$0.01 (+0.28%)
VolumeN/A
Net Assets4.38M
TVOIX vs WCMFX Comparison Chart in %
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TVOIX vs. WCMFX commentary
Nov 28, 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 Buy.
FUNDAMENTALS
Fundamentals
TVOIX has more cash in the bank: 192M vs. WCMFX (4.38M). TVOIX pays higher dividends than WCMFX: TVOIX (0.66) 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 : 2.31 vs. WCMFX (-76.01). TVOIX return over 5 years is better than : 68.44 vs. WCMFX (-64.33).
| 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 | 10.926 | -70.284 | -16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 192M | 4.38M | 4,386% |
| Annual Yield % from dividends | 0.66 | 0.00 | - |
| Returns for 1 year | 2.31 | -76.01 | -3% |
| Returns for 3 years | 27.16 | -66.00 | -41% |
| Returns for 5 years | 68.44 | -64.33 | -106% |
| Returns for 10 years | 103.52 | N/A | - |
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