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TSWEX vs VVIAX
TSWEX vs VVIAX Comparison
Open Charts TSWEX vs VVIAX
TSW Large Cap Value Institutional
Price$14.84
Change+$0.09 (+0.61%)
VolumeN/A
Net Assets38.21M
Vanguard Value Index Adm
Price$74.33
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
TSWEX vs VVIAX Comparison Chart in %
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TSWEX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. TSWEX (38.2M). VVIAX pays higher dividends than TSWEX: VVIAX (2.04) vs TSWEX (1.73). TSWEX was incepted earlier than VVIAX: TSWEX (33 years) vs VVIAX (25 years). TSWEX (0.97) is less costly to investors than VVIAX (0.05). TSWEX is a more actively managed with annual turnover of: 40.50 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than TSWEX: VVIAX (3000) vs TSWEX (100000). VVIAX annual gain was more profitable for investors over the last year : 6.10 vs. TSWEX (4.68). VVIAX return over 5 years is better than : 60.40 vs. TSWEX (17.24).
| TSWEX | VVIAX | TSWEX / VVIAX | |
| Total Expense Ratio | 0.75 | 0.05 | 1,500% |
| Annual Report Gross Expense Ratio | 0.97 | 0.05 | 1,940% |
| Fund Existence | 33 years | 25 years | - |
| Gain YTD | 17.223 | 12.640 | 136% |
| 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 | 2.04 | 85% |
| Returns for 1 year | 4.68 | 6.10 | 77% |
| Returns for 3 years | 5.87 | 30.82 | 19% |
| Returns for 5 years | 17.24 | 60.40 | 29% |
| Returns for 10 years | 22.19 | 128.90 | 17% |
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