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TVOIX vs WCMFX
TVOIX vs WCMFX Comparison
Open Charts TVOIX vs WCMFX
Touchstone Small Cap Value Institutional
Price$43.82
Change-$0.07 (-0.16%)
VolumeN/A
Net Assets198.06M
WCM SMID Quality Val Fd Institutional
Price$3.76
Change-$0.01 (-0.27%)
VolumeN/A
Net Assets1.58M
TVOIX vs WCMFX Comparison Chart in %
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TVOIX vs. WCMFX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
TVOIX has more cash in the bank: 198M vs. WCMFX (1.58M). TVOIX pays higher dividends than WCMFX: TVOIX (0.93) 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 : 16.62 vs. WCMFX (-68.56). TVOIX return over 5 years is better than : 58.24 vs. WCMFX (-66.46).
| 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 | 4.036 | 5.915 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 198M | 1.58M | 12,548% |
| Annual Yield % from dividends | 0.93 | 0.00 | - |
| Returns for 1 year | 16.62 | -68.56 | -24% |
| Returns for 3 years | 32.66 | -65.02 | -50% |
| Returns for 5 years | 58.24 | -66.46 | -88% |
| Returns for 10 years | 166.16 | N/A | - |
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