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TSWEX vs VIVAX
TSWEX vs VIVAX Comparison
Open Charts TSWEX vs VIVAX
TSW Large Cap Value Institutional
Price$14.35
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets38.68M
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
TSWEX vs VIVAX Comparison Chart in %
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TSWEX vs. VIVAX commentary
Sep 08, 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 Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. TSWEX (38.7M). VIVAX pays higher dividends than TSWEX: VIVAX (1.99) 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 annual gain was more profitable for investors over the last year : 7.74 vs. TSWEX (5.25). VIVAX return over 5 years is better than : 70.18 vs. TSWEX (26.60).
| 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 | 12.671 | 7.845 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.7M | 203B | 0% |
| Annual Yield % from dividends | 1.49 | 1.99 | 75% |
| Returns for 1 year | 5.25 | 7.74 | 68% |
| Returns for 3 years | 10.94 | 36.63 | 30% |
| Returns for 5 years | 26.60 | 70.18 | 38% |
| Returns for 10 years | 24.25 | 131.64 | 18% |