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TSWEX vs VVIAX
TSWEX vs VVIAX Comparison
Open Charts TSWEX vs VVIAX
TSW Large Cap Value Institutional
Price$14.24
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets38.67M
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
TSWEX vs VVIAX Comparison Chart in %
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TSWEX vs. VVIAX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. TSWEX (38.7M). VVIAX pays higher dividends than TSWEX: VVIAX (2.18) vs TSWEX (1.53). 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 : 12.03 vs. TSWEX (10.58). VVIAX return over 5 years is better than : 80.13 vs. TSWEX (33.64).
| 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 | 11.807 | 6.198 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.7M | 189B | 0% |
| Annual Yield % from dividends | 1.53 | 2.18 | 70% |
| Returns for 1 year | 10.58 | 12.03 | 88% |
| Returns for 3 years | 9.37 | 35.17 | 27% |
| Returns for 5 years | 33.64 | 80.13 | 42% |
| Returns for 10 years | 16.72 | 115.67 | 14% |
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