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TSWEX vs VIVAX
TSWEX vs VIVAX Comparison
Open Charts TSWEX vs VIVAX
TSW Large Cap Value Institutional
Price$13.83
Change-$0.12 (-0.86%)
VolumeN/A
Net Assets37.31M
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
TSWEX vs VIVAX Comparison Chart
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TSWEX vs. VIVAX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. TSWEX (37.3M). VIVAX pays higher dividends than TSWEX: VIVAX (2.16) vs TSWEX (1.49). 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 (8.01) and TSWEX (7.91) have marching annual gain over last year. VIVAX return over 5 years is better than : 72.56 vs. TSWEX (30.01).
| 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 | 8.081 | 2.419 | 334% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.3M | 189B | 0% |
| Annual Yield % from dividends | 1.49 | 2.16 | 69% |
| Returns for 1 year | 7.91 | 8.01 | 99% |
| Returns for 3 years | 7.46 | 32.20 | 23% |
| Returns for 5 years | 30.01 | 72.56 | 41% |
| Returns for 10 years | 10.88 | 103.54 | 11% |
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