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TVOYX vs WCMJX
TVOYX vs WCMJX Comparison
Open Charts TVOYX vs WCMJX
Touchstone Small Cap Value Y
Price$40.53
Change-$0.70 (-1.70%)
VolumeN/A
Net Assets186.75M
WCM SMID Quality Val Fd Investor
Price$10.69
Change-$0.13 (-1.20%)
VolumeN/A
Net Assets7.4M
TVOYX vs WCMJX Comparison Chart in %
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TVOYX vs. WCMJX commentary
Nov 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 TVOYX is a Hold and WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
TVOYX has more cash in the bank: 187M vs. WCMJX (7.41M). TVOYX pays higher dividends than WCMJX: TVOYX (0.53) vs WCMJX (0.00). TVOYX was incepted earlier than WCMJX: TVOYX (15 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than TVOYX (1.21). TVOYX is a more actively managed with annual turnover of: 41.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than TVOYX: WCMJX (1000) vs TVOYX (2500). TVOYX annual gain was more profitable for investors over the last year : -0.32 vs. WCMJX (-25.22). TVOYX return over 5 years is better than : 68.74 vs. WCMJX (13.30).
| TVOYX | WCMJX | TVOYX / WCMJX | |
| Total Expense Ratio | 1.10 | 1.15 | 96% |
| Annual Report Gross Expense Ratio | 1.21 | 1.70 | 71% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 6.016 | -8.149 | -74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 187M | 7.41M | 2,525% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | -0.32 | -25.22 | 1% |
| Returns for 3 years | 23.14 | 4.14 | 559% |
| Returns for 5 years | 68.74 | 13.30 | 517% |
| Returns for 10 years | 98.56 | N/A | - |
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