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TSWEX vs VIVAX
TSWEX vs VIVAX Comparison
Open Charts TSWEX vs VIVAX
TSW Large Cap Value Institutional
Price$14.59
Change+$0.10 (+0.69%)
VolumeN/A
Net Assets38.53M
TSWEX vs VIVAX Comparison Chart in %
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TSWEX vs. VIVAX commentary
Oct 19, 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 VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. TSWEX (38.5M). VIVAX pays higher dividends than TSWEX: VIVAX (1.97) vs TSWEX (1.74). 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 : 4.63 vs. TSWEX (4.29). VIVAX return over 5 years is better than : 71.78 vs. TSWEX (29.17).
| 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 | 15.249 | 9.738 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.5M | 208B | 0% |
| Annual Yield % from dividends | 1.74 | 1.97 | 89% |
| Returns for 1 year | 4.29 | 4.63 | 92% |
| Returns for 3 years | 15.61 | 42.99 | 36% |
| Returns for 5 years | 29.17 | 71.78 | 41% |
| Returns for 10 years | 22.96 | 129.45 | 18% |
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