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TSWEX vs VVIAX
TSWEX vs VVIAX Comparison
Open Charts TSWEX vs VVIAX
TSW Large Cap Value Institutional
Price$13.64
Change-$0.05 (-0.37%)
VolumeN/A
Net Assets37.88M
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
TSWEX vs VVIAX Comparison Chart
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TSWEX vs. VVIAX commentary
Feb 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 StrongBuy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. TSWEX (37.9M). VVIAX pays higher dividends than TSWEX: VVIAX (2.36) vs TSWEX (1.42). TSWEX was incepted earlier than VVIAX: TSWEX (33 years) vs VVIAX (24 years). TSWEX is a more actively managed with annual turnover of: 21.24 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than TSWEX: VVIAX (3000) vs TSWEX (100000). VVIAX annual gain was more profitable for investors over the last year : 13.46 vs. TSWEX (7.67). VVIAX return over 5 years is better than : 47.22 vs. TSWEX (12.86).
| TSWEX | VVIAX | TSWEX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 24 years | - |
| Gain YTD | 6.231 | 4.164 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.9M | 193B | 0% |
| Annual Yield % from dividends | 1.42 | 2.36 | 60% |
| Returns for 1 year | 7.67 | 13.46 | 57% |
| Returns for 3 years | -0.70 | 23.94 | -3% |
| Returns for 5 years | 12.86 | 47.22 | 27% |
| Returns for 10 years | 9.35 | 105.55 | 9% |
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