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TVOIX vs WCMFX
TVOIX vs WCMFX Comparison
Open Charts TVOIX vs WCMFX
Touchstone Small Cap Value Institutional
Price$43.39
Change-$0.55 (-1.25%)
VolumeN/A
Net Assets197.33M
WCM SMID Quality Val Fd Institutional
Price$3.62
Change-$0.04 (-1.09%)
VolumeN/A
Net Assets2.41M
TVOIX vs WCMFX Comparison Chart in %
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TVOIX vs. WCMFX commentary
Dec 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 Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
TVOIX has more cash in the bank: 197M vs. WCMFX (2.41M). TVOIX pays higher dividends than WCMFX: TVOIX (0.63) 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 : 7.73 vs. WCMFX (-71.41). TVOIX return over 5 years is better than : 71.79 vs. WCMFX (-64.40).
| 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 | 14.576 | -69.449 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 197M | 2.41M | 8,184% |
| Annual Yield % from dividends | 0.63 | 0.00 | - |
| Returns for 1 year | 7.73 | -71.41 | -11% |
| Returns for 3 years | 36.34 | -64.01 | -57% |
| Returns for 5 years | 71.79 | -64.40 | -111% |
| Returns for 10 years | 139.51 | N/A | - |
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