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TVOIX vs WCMFX
TVOIX vs WCMFX Comparison
Open Charts TVOIX vs WCMFX
Touchstone Small Cap Value Institutional
Price$40.72
Change-$0.70 (-1.69%)
VolumeN/A
Net Assets186.75M
WCM SMID Quality Val Fd Institutional
Price$10.89
Change-$0.14 (-1.27%)
VolumeN/A
Net Assets7.4M
TVOIX vs WCMFX Comparison Chart in %
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TVOIX vs. WCMFX commentary
Nov 14, 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 StrongBuy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
TVOIX has more cash in the bank: 187M vs. WCMFX (7.41M). TVOIX pays higher dividends than WCMFX: TVOIX (0.66) 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 : 1.04 vs. WCMFX (-24.81). TVOIX return over 5 years is better than : 72.71 vs. WCMFX (15.14).
| 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 | 8.005 | -7.930 | -101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 187M | 7.41M | 2,525% |
| Annual Yield % from dividends | 0.66 | 0.00 | - |
| Returns for 1 year | 1.04 | -24.81 | -4% |
| Returns for 3 years | 24.70 | 5.15 | 480% |
| Returns for 5 years | 72.71 | 15.14 | 480% |
| Returns for 10 years | 107.82 | N/A | - |
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