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TSWEX vs VIVAX
TSWEX vs VIVAX Comparison
Open Charts TSWEX vs VIVAX
TSW Large Cap Value Institutional
Price$14.84
Change+$0.09 (+0.61%)
VolumeN/A
Net Assets38.21M
Vanguard Value Index I
Price$74.34
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
TSWEX vs VIVAX Comparison Chart in %
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TSWEX vs. VIVAX commentary
Dec 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. TSWEX (38.2M). VIVAX pays higher dividends than TSWEX: VIVAX (1.93) vs TSWEX (1.73). 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 : 6.09 vs. TSWEX (4.68). VIVAX return over 5 years is better than : 60.36 vs. TSWEX (17.24).
| 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 | 17.223 | 12.616 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.2M | 208B | 0% |
| Annual Yield % from dividends | 1.73 | 1.93 | 90% |
| Returns for 1 year | 4.68 | 6.09 | 77% |
| Returns for 3 years | 5.87 | 30.80 | 19% |
| Returns for 5 years | 17.24 | 60.36 | 29% |
| Returns for 10 years | 22.19 | 128.96 | 17% |
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