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LTGRX vs VFISX
LTGRX vs VFISX Comparison
Open Charts LTGRX vs VFISX
Thornburg Limited Term US Government R5
Price$11.84
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets120.06M
Vanguard Short-Term Treasury I
Price$9.80
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets5.76B
LTGRX vs VFISX Comparison Chart
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LTGRX vs. VFISX commentary
Jan 16, 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 LTGRX is a Hold and VFISX is a Hold.
FUNDAMENTALS
Fundamentals
VFISX has more cash in the bank: 5.76B vs. LTGRX (120M). VFISX pays higher dividends than LTGRX: VFISX (4.16) vs LTGRX (2.79). LTGRX was incepted earlier than VFISX: LTGRX (13 years) vs VFISX (33 years). VFISX is a more actively managed with annual turnover of: 314.00 vs. LTGRX (38.65). LTGRX has a lower initial minimum investment than VFISX: LTGRX (0) vs VFISX (3000). LTGRX annual gain was more profitable for investors over the last year : 2.83 vs. VFISX (-0.81). LTGRX return over 5 years is better than : 0.54 vs. VFISX (-7.24).
| LTGRX | VFISX | LTGRX / VFISX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | -0.169 | -0.102 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 5.76B | 2% |
| Annual Yield % from dividends | 2.79 | 4.16 | 67% |
| Returns for 1 year | 2.83 | -0.81 | -349% |
| Returns for 3 years | -0.42 | -7.06 | 6% |
| Returns for 5 years | 0.54 | -7.24 | -8% |
| Returns for 10 years | 8.00 | -4.03 | -198% |
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