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TVOIX vs WCMFX
TVOIX vs WCMFX Comparison
Open Charts TVOIX vs WCMFX
Touchstone Small Cap Value Institutional
Price$40.05
Change+$0.24 (+0.60%)
VolumeN/A
Net Assets181.33M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
TVOIX vs WCMFX Comparison Chart in %
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TVOIX vs. WCMFX commentary
Oct 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 TVOIX is a StrongBuy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
TVOIX has more cash in the bank: 181M vs. WCMFX (21.8M). TVOIX pays higher dividends than WCMFX: TVOIX (0.65) 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 : 1.63 vs. WCMFX (-20.62). TVOIX return over 5 years is better than : 84.05 vs. WCMFX (23.45).
| 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 | 4.433 | -5.509 | -80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 181M | 21.8M | 830% |
| Annual Yield % from dividends | 0.65 | 0.00 | - |
| Returns for 1 year | 1.63 | -20.62 | -8% |
| Returns for 3 years | 30.55 | 16.46 | 186% |
| Returns for 5 years | 84.05 | 23.45 | 358% |
| Returns for 10 years | 96.76 | N/A | - |
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