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TVOIX vs WCMJX
TVOIX vs WCMJX Comparison
Open Charts TVOIX vs WCMJX
Touchstone Small Cap Value Institutional
Price$43.82
Change-$0.07 (-0.16%)
VolumeN/A
Net Assets198.06M
WCM SMID Quality Val Fd Investor
Price$3.54
Change-$0.01 (-0.28%)
VolumeN/A
Net Assets1.58M
TVOIX vs WCMJX Comparison Chart in %
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TVOIX vs. WCMJX 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
TVOIX has more cash in the bank: 198M vs. WCMJX (1.58M). TVOIX pays higher dividends than WCMJX: TVOIX (0.93) vs WCMJX (0.00). TVOIX was incepted earlier than WCMJX: TVOIX (15 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than TVOIX (1.13). TVOIX is a more actively managed with annual turnover of: 41.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than TVOIX: WCMJX (1000) vs TVOIX (500000). TVOIX annual gain was more profitable for investors over the last year : 16.62 vs. WCMJX (-69.90). TVOIX return over 5 years is better than : 58.24 vs. WCMJX (-68.28).
| TVOIX | WCMJX | TVOIX / WCMJX | |
| Total Expense Ratio | 0.94 | 1.15 | 82% |
| Annual Report Gross Expense Ratio | 1.13 | 1.70 | 66% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 4.036 | 5.988 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| 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 | -69.90 | -24% |
| Returns for 3 years | 32.66 | -66.76 | -49% |
| Returns for 5 years | 58.24 | -68.28 | -85% |
| Returns for 10 years | 166.16 | N/A | - |
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