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TSWEX vs VVIAX
TSWEX vs VVIAX Comparison
Open Charts TSWEX vs VVIAX
TSW Large Cap Value Institutional
Price$14.18
Change-$0.13 (-0.91%)
VolumeN/A
Net Assets38.78M
Vanguard Value Index Adm
Price$70.11
Change-$0.33 (-0.47%)
VolumeN/A
Net Assets195.18B
TSWEX vs VVIAX Comparison Chart in %
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TSWEX vs. VVIAX commentary
Jul 29, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. TSWEX (38.8M). VVIAX pays higher dividends than TSWEX: VVIAX (2.18) vs TSWEX (1.53). 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 : 8.27 vs. TSWEX (5.87). VVIAX return over 5 years is better than : 73.07 vs. TSWEX (30.37).
| 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 | 12.356 | 6.714 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.8M | 195B | 0% |
| Annual Yield % from dividends | 1.53 | 2.18 | 70% |
| Returns for 1 year | 5.87 | 8.27 | 71% |
| Returns for 3 years | 7.31 | 30.57 | 24% |
| Returns for 5 years | 30.37 | 73.07 | 42% |
| Returns for 10 years | 16.26 | 115.07 | 14% |
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