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TSWEX vs VIVAX
TSWEX vs VIVAX Comparison
Open Charts TSWEX vs VIVAX
TSW Large Cap Value Institutional
Price$14.24
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets38.67M
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
TSWEX vs VIVAX Comparison Chart in %
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TSWEX vs. VIVAX commentary
Jul 07, 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: 189B vs. TSWEX (38.7M). VIVAX pays higher dividends than TSWEX: VIVAX (2.06) vs TSWEX (1.53). 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 : 12.04 vs. TSWEX (10.58). VIVAX return over 5 years is better than : 80.14 vs. TSWEX (33.64).
| 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 | 11.807 | 6.209 | 190% |
| 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 | 189B | 0% |
| Annual Yield % from dividends | 1.53 | 2.06 | 74% |
| Returns for 1 year | 10.58 | 12.04 | 88% |
| Returns for 3 years | 9.37 | 35.16 | 27% |
| Returns for 5 years | 33.64 | 80.14 | 42% |
| Returns for 10 years | 16.72 | 115.74 | 14% |
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