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TVOIX vs WCMJX
TVOIX vs WCMJX Comparison
Open Charts TVOIX vs WCMJX
Touchstone Small Cap Value Institutional
Price$42.54
Change+$0.15 (+0.35%)
VolumeN/A
Net Assets191.58M
WCM SMID Quality Val Fd Investor
Price$3.35
Change+$0.01 (+0.30%)
VolumeN/A
Net Assets4.38M
TVOIX vs WCMJX Comparison Chart in %
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TVOIX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
TVOIX has more cash in the bank: 192M vs. WCMJX (4.38M). TVOIX pays higher dividends than WCMJX: TVOIX (0.66) vs WCMJX (0.00). TVOIX was incepted earlier than WCMJX: TVOIX (15 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than TVOIX (1.13). TVOIX is a more actively managed with annual turnover of: 41.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than TVOIX: WCMJX (1000) vs TVOIX (500000). TVOIX annual gain was more profitable for investors over the last year : 2.31 vs. WCMJX (-77.10). TVOIX return over 5 years is better than : 68.44 vs. WCMJX (-66.30).
| TVOIX | WCMJX | TVOIX / WCMJX | |
| Total Expense Ratio | 0.94 | 1.15 | 82% |
| Annual Report Gross Expense Ratio | 1.13 | 1.70 | 66% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 10.926 | -71.562 | -15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| 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 | -77.10 | -3% |
| Returns for 3 years | 27.16 | -67.70 | -40% |
| Returns for 5 years | 68.44 | -66.30 | -103% |
| Returns for 10 years | 103.52 | N/A | - |
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