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TSWEX vs VIVIX
TSWEX vs VIVIX Comparison
Open Charts TSWEX vs VIVIX
TSW Large Cap Value Institutional
Price$13.02
Change+$0.07 (+0.54%)
VolumeN/A
Net Assets35.76M
Vanguard Value Index I
Price$63.10
Change+$0.15 (+0.24%)
VolumeN/A
Net Assets190.51B
TSWEX vs VIVIX Comparison Chart
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TSWEX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. TSWEX (35.8M). VIVIX pays higher dividends than TSWEX: VIVIX (2.27) vs TSWEX (1.48). 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 (10.00). TSWEX has a lower initial minimum investment than VIVIX: TSWEX (100000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 4.74 vs. TSWEX (3.99). VIVIX return over 5 years is better than : 64.95 vs. TSWEX (29.18).
| 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 | 1.751 | -4.411 | -40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.8M | 191B | 0% |
| Annual Yield % from dividends | 1.48 | 2.27 | 65% |
| Returns for 1 year | 3.99 | 4.74 | 84% |
| Returns for 3 years | -9.79 | 9.55 | -102% |
| Returns for 5 years | 29.18 | 64.95 | 45% |
| Returns for 10 years | 4.61 | 90.71 | 5% |
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