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TSWEX vs VIVIX
TSWEX vs VIVIX Comparison
Open Charts TSWEX vs VIVIX
TSW Large Cap Value Institutional
Price$14.57
Change-$0.07 (-0.48%)
VolumeN/A
Net Assets37.61M
Vanguard Value Index I
Price$73.15
Change-$0.74 (-1.00%)
VolumeN/A
Net Assets207.95B
TSWEX vs VIVIX Comparison Chart in %
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TSWEX vs. VIVIX commentary
Nov 14, 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: 208B vs. TSWEX (37.6M). VIVIX pays higher dividends than TSWEX: VIVIX (2.10) vs TSWEX (1.78). 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 : 6.69 vs. TSWEX (3.12). VIVIX return over 5 years is better than : 66.36 vs. TSWEX (21.15).
| 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 | 15.644 | 11.991 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6M | 208B | 0% |
| Annual Yield % from dividends | 1.78 | 2.10 | 85% |
| Returns for 1 year | 3.12 | 6.69 | 47% |
| Returns for 3 years | 7.96 | 33.49 | 24% |
| Returns for 5 years | 21.15 | 66.36 | 32% |
| Returns for 10 years | 25.57 | 134.98 | 19% |
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