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TSWEX vs VIVAX
TSWEX vs VIVAX Comparison
Open Charts TSWEX vs VIVAX
TSW Large Cap Value Institutional
Price$13.22
Change-$0.11 (-0.83%)
VolumeN/A
Net Assets37.05M
Vanguard Value Index I
Price$68.68
Change-$0.33 (-0.48%)
VolumeN/A
Net Assets183.52B
TSWEX vs VIVAX Comparison Chart
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TSWEX vs. VIVAX commentary
Jan 23, 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 Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. TSWEX (37.1M). VIVAX pays higher dividends than TSWEX: VIVAX (2.25) vs TSWEX (1.42). TSWEX was incepted earlier than VIVAX: TSWEX (33 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 : 17.27 vs. TSWEX (6.59). VIVAX return over 5 years is better than : 47.22 vs. TSWEX (10.86).
| TSWEX | VIVAX | TSWEX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 32 years | - |
| Gain YTD | 2.960 | 3.966 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.1M | 184B | 0% |
| Annual Yield % from dividends | 1.42 | 2.25 | 63% |
| Returns for 1 year | 6.59 | 17.27 | 38% |
| Returns for 3 years | -3.49 | 22.82 | -15% |
| Returns for 5 years | 10.86 | 47.22 | 23% |
| Returns for 10 years | 8.51 | 110.28 | 8% |
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