Ad is loading...
TSWEX vs VVIAX
TSWEX vs VVIAX Comparison
Open Charts TSWEX vs VVIAX
TSW Large Cap Value Institutional
Price$13.51
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets36.23M
Vanguard Value Index Adm
Price$65.57
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
TSWEX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
TSWEX vs. VVIAX commentary
May 12, 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 Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. TSWEX (36.2M). VVIAX pays higher dividends than TSWEX: VVIAX (2.34) vs TSWEX (1.51). TSWEX was incepted earlier than VVIAX: TSWEX (33 years) vs VVIAX (25 years). TSWEX (0.97) is less costly to investors than VVIAX (0.05). TSWEX is a more actively managed with annual turnover of: 40.50 vs. VVIAX (9.00). 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 : 4.59 vs. TSWEX (3.98). VVIAX return over 5 years is better than : 72.66 vs. TSWEX (33.53).
| TSWEX | VVIAX | TSWEX / VVIAX | |
| Total Expense Ratio | 0.75 | 0.05 | 1,500% |
| Annual Report Gross Expense Ratio | 0.97 | 0.05 | 1,940% |
| Fund Existence | 33 years | 25 years | - |
| Gain YTD | 5.580 | -0.684 | -816% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.2M | 184B | 0% |
| Annual Yield % from dividends | 1.51 | 2.34 | 64% |
| Returns for 1 year | 3.98 | 4.59 | 87% |
| Returns for 3 years | -0.27 | 21.41 | -1% |
| Returns for 5 years | 33.53 | 72.66 | 46% |
| Returns for 10 years | 8.87 | 97.34 | 9% |
View a ticker or compare two or three
VS
VS
Ad is loading...