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TSWEX vs VIVAX
TSWEX vs VIVAX Comparison
Open Charts TSWEX vs VIVAX
TSW Large Cap Value Institutional
Price$14.16
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets38.34M
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
TSWEX vs VIVAX Comparison Chart in %
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TSWEX vs. VIVAX commentary
Aug 18, 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 StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. TSWEX (38.3M). VIVAX pays higher dividends than TSWEX: VIVAX (2.06) vs TSWEX (1.56). TSWEX was incepted earlier than VIVAX: TSWEX (33 years) vs VIVAX (33 years). TSWEX (0.97) is less costly to investors than VIVAX (0.17). TSWEX is a more actively managed with annual turnover of: 40.50 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than TSWEX: VIVAX (3000) vs TSWEX (100000). VIVAX annual gain was more profitable for investors over the last year : 7.90 vs. TSWEX (5.53). VIVAX return over 5 years is better than : 68.56 vs. TSWEX (24.82).
| TSWEX | VIVAX | TSWEX / VIVAX | |
| Total Expense Ratio | 0.75 | 0.17 | 441% |
| Annual Report Gross Expense Ratio | 0.97 | 0.17 | 571% |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | 11.179 | 6.512 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.3M | 196B | 0% |
| Annual Yield % from dividends | 1.56 | 2.06 | 76% |
| Returns for 1 year | 5.53 | 7.90 | 70% |
| Returns for 3 years | 1.81 | 25.93 | 7% |
| Returns for 5 years | 24.82 | 68.56 | 36% |
| Returns for 10 years | 14.87 | 114.64 | 13% |
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