Interact to see
Advertisement
Advertisement
TSWEX vs VIVAX
TSWEX vs VIVAX Comparison
Open Charts TSWEX vs VIVAX
TSW Large Cap Value Institutional
Price$13.60
Change-$0.26 (-1.88%)
VolumeN/A
Net Assets37.13M
Vanguard Value Index I
Price$66.29
Change-$1.22 (-1.81%)
VolumeN/A
Net Assets183.65B
TSWEX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
TSWEX vs. VIVAX commentary
May 22, 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 TSWEX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. TSWEX (37.1M). VIVAX pays higher dividends than TSWEX: VIVAX (2.22) vs TSWEX (1.51). TSWEX was incepted earlier than VIVAX: TSWEX (33 years) vs VIVAX (33 years). TSWEX (0.97) is less costly to investors than VIVAX (0.17). TSWEX is a more actively managed with annual turnover of: 40.50 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than TSWEX: VIVAX (3000) vs TSWEX (100000). VIVAX annual gain was more profitable for investors over the last year : 6.24 vs. TSWEX (5.55). VIVAX return over 5 years is better than : 78.41 vs. TSWEX (35.98).
| TSWEX | VIVAX | TSWEX / VIVAX | |
| Total Expense Ratio | 0.75 | 0.17 | 441% |
| Annual Report Gross Expense Ratio | 0.97 | 0.17 | 571% |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | 8.316 | 2.222 | 374% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.1M | 184B | 0% |
| Annual Yield % from dividends | 1.51 | 2.22 | 68% |
| Returns for 1 year | 5.55 | 6.24 | 89% |
| Returns for 3 years | 2.75 | 26.44 | 10% |
| Returns for 5 years | 35.98 | 78.41 | 46% |
| Returns for 10 years | 9.68 | 100.98 | 10% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement