Interact to see
Advertisement
Advertisement
TVOYX vs WCMJX
TVOYX vs WCMJX Comparison
Open Charts TVOYX vs WCMJX
Touchstone Small Cap Value Y
Price$40.43
Change+$0.22 (+0.55%)
VolumeN/A
Net Assets182.9M
WCM SMID Quality Val Fd Investor
Price$11.28
Change+$0.10 (+0.89%)
VolumeN/A
Net Assets22.01M
TVOYX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
TVOYX vs. WCMJX commentary
Oct 09, 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TVOYX has more cash in the bank: 183M vs. WCMJX (22M). TVOYX pays higher dividends than WCMJX: TVOYX (0.53) vs WCMJX (0.00). TVOYX was incepted earlier than WCMJX: TVOYX (15 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than TVOYX (1.21). TVOYX is a more actively managed with annual turnover of: 41.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than TVOYX: WCMJX (1000) vs TVOYX (2500). TVOYX annual gain was more profitable for investors over the last year : 6.69 vs. WCMJX (-18.93). TVOYX return over 5 years is better than : 84.77 vs. WCMJX (23.13).
| TVOYX | WCMJX | TVOYX / WCMJX | |
| Total Expense Ratio | 1.10 | 1.15 | 96% |
| Annual Report Gross Expense Ratio | 1.21 | 1.70 | 71% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 5.179 | -5.093 | -102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 22M | 832% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 6.69 | -18.93 | -35% |
| Returns for 3 years | 36.38 | 18.94 | 192% |
| Returns for 5 years | 84.77 | 23.13 | 367% |
| Returns for 10 years | 91.11 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SPIN | 31.93 | 0.21 | +0.67% |
| SPDR SSGA US Equity Premium Income ETF | |||
| FEPI | 47.56 | 0.31 | +0.66% |
| REX FANG & Innovation Equity Prm Inc ETF | |||
| NAZ | 12.00 | 0.01 | +0.08% |
| Nuveen Arizona Quality Municipal Income Fund | |||
| QCON | 47.92 | N/A | N/A |
| American Century Quality Convertible Securities ETF | |||
| DFSD | 48.28 | -0.02 | -0.04% |
| Dimensional Short-Duration Fixed Inc ETF | |||