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TVOYX vs WCMFX
TVOYX vs WCMFX Comparison
Open Charts TVOYX vs WCMFX
Touchstone Small Cap Value Y
Price$39.87
Change+$0.24 (+0.61%)
VolumeN/A
Net Assets181.33M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
TVOYX vs WCMFX Comparison Chart in %
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TVOYX 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 TVOYX is a StrongBuy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
TVOYX has more cash in the bank: 181M vs. WCMFX (21.8M). TVOYX pays higher dividends than WCMFX: TVOYX (0.53) vs WCMFX (0.00). TVOYX was incepted earlier than WCMFX: TVOYX (15 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than TVOYX (1.21). TVOYX is a more actively managed with annual turnover of: 41.00 vs. WCMFX (15.00). TVOYX has a lower initial minimum investment than WCMFX: TVOYX (2500) vs WCMFX (100000). TVOYX annual gain was more profitable for investors over the last year : 1.48 vs. WCMFX (-20.62). TVOYX return over 5 years is better than : 82.96 vs. WCMFX (23.45).
| TVOYX | WCMFX | TVOYX / WCMFX | |
| Total Expense Ratio | 1.10 | 0.90 | 122% |
| Annual Report Gross Expense Ratio | 1.21 | 1.45 | 83% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 4.290 | -5.509 | -78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 181M | 21.8M | 830% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 1.48 | -20.62 | -7% |
| Returns for 3 years | 30.00 | 16.46 | 182% |
| Returns for 5 years | 82.96 | 23.45 | 354% |
| Returns for 10 years | 93.97 | N/A | - |
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