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TSWEX vs VIVIX
TSWEX vs VIVIX Comparison
Open Charts TSWEX vs VIVIX
TSW Large Cap Value Institutional
Price$14.16
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets38.34M
Vanguard Value Index I
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
TSWEX vs VIVIX Comparison Chart in %
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TSWEX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 196B vs. TSWEX (38.3M). VIVIX pays higher dividends than TSWEX: VIVIX (2.19) vs TSWEX (1.56). TSWEX was incepted earlier than VIVIX: TSWEX (33 years) vs VIVIX (27 years). TSWEX (0.97) is less costly to investors than VIVIX (0.04). TSWEX is a more actively managed with annual turnover of: 40.50 vs. VIVIX (9.00). TSWEX has a lower initial minimum investment than VIVIX: TSWEX (100000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 7.91 vs. TSWEX (5.53). VIVIX return over 5 years is better than : 68.54 vs. TSWEX (24.82).
| TSWEX | VIVIX | TSWEX / VIVIX | |
| Total Expense Ratio | 0.75 | 0.04 | 1,875% |
| Annual Report Gross Expense Ratio | 0.97 | 0.04 | 2,425% |
| Fund Existence | 33 years | 27 years | - |
| Gain YTD | 11.179 | 6.533 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.3M | 196B | 0% |
| Annual Yield % from dividends | 1.56 | 2.19 | 71% |
| Returns for 1 year | 5.53 | 7.91 | 70% |
| Returns for 3 years | 1.81 | 25.93 | 7% |
| Returns for 5 years | 24.82 | 68.54 | 36% |
| Returns for 10 years | 14.87 | 114.61 | 13% |