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TSWEX vs VIVAX
TSWEX vs VIVAX Comparison
Open Charts TSWEX vs VIVAX
TSW Large Cap Value Institutional
Price$13.02
Change+$0.07 (+0.54%)
VolumeN/A
Net Assets35.76M
Vanguard Value Index I
Price$63.13
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets190.51B
TSWEX vs VIVAX Comparison Chart
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TSWEX vs. VIVAX commentary
Apr 19, 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: 191B vs. TSWEX (35.8M). VIVAX pays higher dividends than TSWEX: VIVAX (2.14) vs TSWEX (1.48). TSWEX was incepted earlier than VIVAX: TSWEX (33 years) vs VIVAX (32 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 (10.00). 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 : 4.75 vs. TSWEX (3.99). VIVAX return over 5 years is better than : 64.96 vs. TSWEX (29.18).
| 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 | 32 years | - |
| Gain YTD | 1.751 | -4.410 | -40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.8M | 191B | 0% |
| Annual Yield % from dividends | 1.48 | 2.14 | 69% |
| Returns for 1 year | 3.99 | 4.75 | 84% |
| Returns for 3 years | -9.79 | 9.56 | -102% |
| Returns for 5 years | 29.18 | 64.96 | 45% |
| Returns for 10 years | 4.61 | 90.77 | 5% |