Ad is loading...
TSWEX vs VIVAX
TSWEX vs VIVAX Comparison
Open Charts TSWEX vs VIVAX
TSW Large Cap Value Institutional
Price$12.83
Change+$0.13 (+1.02%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$66.30
Change-$0.14 (-0.21%)
VolumeN/A
CapitalizationN/A
TSWEX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
TSWEX vs. VIVAX commentary
Dec 24, 2024
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 TSWEX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. TSWEX (35.2M). VIVAX pays higher dividends than TSWEX: VIVAX (2.25) vs TSWEX (1.42). TSWEX was incepted earlier than VIVAX: TSWEX (32 years) vs VIVAX (32 years). TSWEX is a more actively managed with annual turnover of: 21.24 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than TSWEX: VIVAX (3000) vs TSWEX (1000000). VIVAX annual gain was more profitable for investors over the last year : 15.15 vs. TSWEX (5.53). VIVAX return over 5 years is better than : 41.35 vs. TSWEX (7.05).
| TSWEX | VIVAX | TSWEX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 32 years | - |
| Gain YTD | 4.100 | 14.000 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.2M | 195B | 0% |
| Annual Yield % from dividends | 1.42 | 2.25 | 63% |
| Returns for 1 year | 5.53 | 15.15 | 37% |
| Returns for 3 years | -3.93 | 18.25 | -22% |
| Returns for 5 years | 7.05 | 41.35 | 17% |
| Returns for 10 years | 3.60 | 99.53 | 4% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers