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TSWEX vs VIVAX
TSWEX vs VIVAX Comparison
Open Charts TSWEX vs VIVAX
TSW Large Cap Value Institutional
Price$13.95
Change-$0.06 (-0.43%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.77
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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TSWEX vs VIVAX Comparison Chart
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TSWEX vs. VIVAX commentary
Sep 21, 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 Sell and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. TSWEX (37.5M). 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 : 23.98 vs. TSWEX (10.97). VIVAX return over 5 years is better than : 55.44 vs. TSWEX (18.14).
| 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 | 12.738 | 16.261 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.5M | 183B | 0% |
| Annual Yield % from dividends | 1.42 | 2.25 | 63% |
| Returns for 1 year | 10.97 | 23.98 | 46% |
| Returns for 3 years | -2.06 | 28.28 | -7% |
| Returns for 5 years | 18.14 | 55.44 | 33% |
| Returns for 10 years | 2.16 | 113.95 | 2% |