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TSWEX vs VVIAX
TSWEX vs VVIAX Comparison
Open Charts TSWEX vs VVIAX
TSW Large Cap Value Institutional
Price$13.22
Change-$0.11 (-0.83%)
VolumeN/A
Net Assets37.05M
Vanguard Value Index Adm
Price$68.66
Change-$0.33 (-0.48%)
VolumeN/A
Net Assets183.52B
TSWEX vs VVIAX Comparison Chart
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TSWEX vs. VVIAX commentary
Jan 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. TSWEX (37.1M). VVIAX pays higher dividends than TSWEX: VVIAX (2.36) vs TSWEX (1.42). TSWEX was incepted earlier than VVIAX: TSWEX (33 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 : 17.28 vs. TSWEX (6.59). VVIAX return over 5 years is better than : 47.22 vs. TSWEX (10.86).
| TSWEX | VVIAX | TSWEX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 24 years | - |
| Gain YTD | 2.960 | 3.967 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.1M | 184B | 0% |
| Annual Yield % from dividends | 1.42 | 2.36 | 60% |
| Returns for 1 year | 6.59 | 17.28 | 38% |
| Returns for 3 years | -3.49 | 22.82 | -15% |
| Returns for 5 years | 10.86 | 47.22 | 23% |
| Returns for 10 years | 8.51 | 110.24 | 8% |