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TVOYX vs WCMFX
TVOYX vs WCMFX Comparison
Open Charts TVOYX vs WCMFX
Touchstone Small Cap Value Y
Price$40.66
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets187.81M
WCM SMID Quality Val Fd Institutional
Price$11.67
Change-$0.07 (-0.60%)
VolumeN/A
Net Assets60.68M
TVOYX vs WCMFX Comparison Chart in %
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TVOYX vs. WCMFX commentary
Sep 19, 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 TVOYX is a Buy and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
TVOYX has more cash in the bank: 188M vs. WCMFX (60.7M). TVOYX pays higher dividends than WCMFX: TVOYX (0.53) vs WCMFX (0.00). TVOYX was incepted earlier than WCMFX: TVOYX (15 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than TVOYX (1.21). TVOYX is a more actively managed with annual turnover of: 41.00 vs. WCMFX (15.00). TVOYX has a lower initial minimum investment than WCMFX: TVOYX (2500) vs WCMFX (100000). TVOYX annual gain was more profitable for investors over the last year : 7.58 vs. WCMFX (-15.60). TVOYX return over 5 years is better than : 95.09 vs. WCMFX (37.31).
| TVOYX | WCMFX | TVOYX / WCMFX | |
| Total Expense Ratio | 1.10 | 0.90 | 122% |
| Annual Report Gross Expense Ratio | 1.21 | 1.45 | 83% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 6.252 | -2.003 | -312% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 60.7M | 310% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 7.58 | -15.60 | -49% |
| Returns for 3 years | 32.44 | 18.83 | 172% |
| Returns for 5 years | 95.09 | 37.31 | 255% |
| Returns for 10 years | 102.82 | N/A | - |
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