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TSWEX vs VIVIX
TSWEX vs VIVIX Comparison
Open Charts TSWEX vs VIVIX
TSW Large Cap Value Institutional
Price$14.83
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets39.18M
TSWEX vs VIVIX Comparison Chart in %
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TSWEX vs. VIVIX commentary
Oct 09, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. TSWEX (39.2M). VIVIX pays higher dividends than TSWEX: VIVIX (2.09) vs TSWEX (1.74). TSWEX was incepted earlier than VIVIX: TSWEX (33 years) vs VIVIX (27 years). TSWEX (0.97) is less costly to investors than VIVIX (0.04). TSWEX is a more actively managed with annual turnover of: 40.50 vs. VIVIX (9.00). TSWEX has a lower initial minimum investment than VIVIX: TSWEX (100000) vs VIVIX (5000000). TSWEX (8.35) and VIVIX (8.21) have marching annual gain over last year. VIVIX return over 5 years is better than : 73.42 vs. TSWEX (30.84).
| TSWEX | VIVIX | TSWEX / VIVIX | |
| Total Expense Ratio | 0.75 | 0.04 | 1,875% |
| Annual Report Gross Expense Ratio | 0.97 | 0.04 | 2,425% |
| Fund Existence | 33 years | 27 years | - |
| Gain YTD | 17.223 | 10.748 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2M | 208B | 0% |
| Annual Yield % from dividends | 1.74 | 2.09 | 83% |
| Returns for 1 year | 8.35 | 8.21 | 102% |
| Returns for 3 years | 20.59 | 49.10 | 42% |
| Returns for 5 years | 30.84 | 73.42 | 42% |
| Returns for 10 years | 25.54 | 132.88 | 19% |
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