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TSWEX vs VVIAX
TSWEX vs VVIAX Comparison
Open Charts TSWEX vs VVIAX
TSW Large Cap Value Institutional
Price$14.83
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets39.18M
Vanguard Value Index Adm
Price$72.98
Change-$0.10 (-0.14%)
VolumeN/A
Net Assets207.8B
TSWEX vs VVIAX Comparison Chart in %
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TSWEX vs. VVIAX commentary
Oct 09, 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 Hold and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. TSWEX (39.2M). VVIAX pays higher dividends than TSWEX: VVIAX (2.08) vs TSWEX (1.74). 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). TSWEX (8.35) and VVIAX (8.20) have marching annual gain over last year. VVIAX return over 5 years is better than : 73.45 vs. TSWEX (30.84).
| 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 | 17.223 | 10.746 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2M | 208B | 0% |
| Annual Yield % from dividends | 1.74 | 2.08 | 84% |
| Returns for 1 year | 8.35 | 8.20 | 102% |
| Returns for 3 years | 20.59 | 49.09 | 42% |
| Returns for 5 years | 30.84 | 73.45 | 42% |
| Returns for 10 years | 25.54 | 132.91 | 19% |
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