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TVOIX vs WCMJX
TVOIX vs WCMJX Comparison
Open Charts TVOIX vs WCMJX
Touchstone Small Cap Value Institutional
Price$43.39
Change-$0.55 (-1.25%)
VolumeN/A
Net Assets197.33M
WCM SMID Quality Val Fd Investor
Price$3.41
Change-$0.04 (-1.16%)
VolumeN/A
Net Assets2.41M
TVOIX vs WCMJX Comparison Chart in %
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TVOIX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
TVOIX has more cash in the bank: 197M vs. WCMJX (2.41M). TVOIX pays higher dividends than WCMJX: TVOIX (0.63) 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 : 7.73 vs. WCMJX (-72.58). TVOIX return over 5 years is better than : 71.79 vs. WCMJX (-66.34).
| 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 | 14.576 | -70.713 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| 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 | -72.58 | -11% |
| Returns for 3 years | 36.34 | -65.77 | -55% |
| Returns for 5 years | 71.79 | -66.34 | -108% |
| Returns for 10 years | 139.51 | N/A | - |
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