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TSWEX vs VVIAX
TSWEX vs VVIAX Comparison
Open Charts TSWEX vs VVIAX
TSW Large Cap Value Institutional
Price$13.83
Change-$0.12 (-0.86%)
VolumeN/A
Net Assets37.31M
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
TSWEX vs VVIAX Comparison Chart
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TSWEX vs. VVIAX commentary
Jun 15, 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: 189B vs. TSWEX (37.3M). VVIAX pays higher dividends than TSWEX: VVIAX (2.28) vs TSWEX (1.49). 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 (8.01) and TSWEX (7.91) have marching annual gain over last year. VVIAX return over 5 years is better than : 72.56 vs. TSWEX (30.01).
| 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 | 8.081 | 2.436 | 332% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.3M | 189B | 0% |
| Annual Yield % from dividends | 1.49 | 2.28 | 65% |
| Returns for 1 year | 7.91 | 8.01 | 99% |
| Returns for 3 years | 7.46 | 32.19 | 23% |
| Returns for 5 years | 30.01 | 72.56 | 41% |
| Returns for 10 years | 10.88 | 103.54 | 11% |
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