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TSWEX vs VIVIX
TSWEX vs VIVIX Comparison
Open Charts TSWEX vs VIVIX
TSW Large Cap Value Institutional
Price$13.22
Change-$0.11 (-0.83%)
VolumeN/A
Net Assets37.05M
Vanguard Value Index I
Price$68.65
Change-$0.33 (-0.48%)
VolumeN/A
Net Assets183.52B
TSWEX vs VIVIX Comparison Chart
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TSWEX vs. VIVIX commentary
Jan 23, 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 Buy and VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. TSWEX (37.1M). VIVIX pays higher dividends than TSWEX: VIVIX (2.37) vs TSWEX (1.42). TSWEX was incepted earlier than VIVIX: TSWEX (33 years) vs VIVIX (27 years). TSWEX is a more actively managed with annual turnover of: 21.24 vs. VIVIX (10.00). TSWEX has a lower initial minimum investment than VIVIX: TSWEX (1000000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 17.26 vs. TSWEX (6.59). VIVIX return over 5 years is better than : 47.20 vs. TSWEX (10.86).
| TSWEX | VIVIX | TSWEX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 27 years | - |
| Gain YTD | 2.960 | 3.968 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.1M | 184B | 0% |
| Annual Yield % from dividends | 1.42 | 2.37 | 60% |
| Returns for 1 year | 6.59 | 17.26 | 38% |
| Returns for 3 years | -3.49 | 22.80 | -15% |
| Returns for 5 years | 10.86 | 47.20 | 23% |
| Returns for 10 years | 8.51 | 110.21 | 8% |