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TSWEX vs VVIAX
TSWEX vs VVIAX Comparison
Open Charts TSWEX vs VVIAX
TSW Large Cap Value Institutional
Price$12.83
Change+$0.13 (+1.02%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$66.44
Change+$0.78 (+1.19%)
VolumeN/A
CapitalizationN/A
TSWEX vs VVIAX Comparison Chart
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TSWEX vs. VVIAX commentary
Dec 24, 2024
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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. TSWEX (35.2M). VVIAX pays higher dividends than TSWEX: VVIAX (2.36) vs TSWEX (1.42). TSWEX was incepted earlier than VVIAX: TSWEX (32 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 (1000000). VVIAX annual gain was more profitable for investors over the last year : 15.21 vs. TSWEX (5.53). VVIAX return over 5 years is better than : 41.36 vs. TSWEX (7.05).
| TSWEX | VVIAX | TSWEX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 4.100 | 14.042 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.2M | 195B | 0% |
| Annual Yield % from dividends | 1.42 | 2.36 | 60% |
| Returns for 1 year | 5.53 | 15.21 | 36% |
| Returns for 3 years | -3.93 | 18.26 | -21% |
| Returns for 5 years | 7.05 | 41.36 | 17% |
| Returns for 10 years | 3.60 | 99.61 | 4% |
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