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TVOIX vs WCMJX
TVOIX vs WCMJX Comparison
Open Charts TVOIX vs WCMJX
Touchstone Small Cap Value Institutional
Price$40.79
Change-$0.18 (-0.44%)
VolumeN/A
Net Assets187.81M
WCM SMID Quality Val Fd Investor
Price$11.52
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets60.68M
TVOIX vs WCMJX Comparison Chart in %
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TVOIX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TVOIX has more cash in the bank: 188M vs. WCMJX (60.7M). TVOIX pays higher dividends than WCMJX: TVOIX (0.65) 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 : 8.79 vs. WCMJX (-15.65). TVOIX return over 5 years is better than : 94.76 vs. WCMJX (34.23).
| 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 | 6.832 | -2.122 | -322% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| 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 | -15.65 | -56% |
| Returns for 3 years | 33.54 | 17.77 | 189% |
| Returns for 5 years | 94.76 | 34.23 | 277% |
| Returns for 10 years | 106.59 | N/A | - |
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