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TSWEX vs VVIAX
TSWEX vs VVIAX Comparison
Open Charts TSWEX vs VVIAX
TSW Large Cap Value Institutional
Price$13.95
Change-$0.06 (-0.43%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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TSWEX vs VVIAX Comparison Chart
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TSWEX vs. VVIAX commentary
Sep 21, 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 Sell and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. TSWEX (37.5M). 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 : 24.02 vs. TSWEX (10.97). VVIAX return over 5 years is better than : 55.46 vs. TSWEX (18.14).
| 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 | 12.738 | 16.303 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.5M | 183B | 0% |
| Annual Yield % from dividends | 1.42 | 2.36 | 60% |
| Returns for 1 year | 10.97 | 24.02 | 46% |
| Returns for 3 years | -2.06 | 28.29 | -7% |
| Returns for 5 years | 18.14 | 55.46 | 33% |
| Returns for 10 years | 2.16 | 114.04 | 2% |
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