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TSMDX vs VEXAX
TSMDX vs VEXAX Comparison
Open Charts TSMDX vs VEXAX
Trillium ESG Small/Mid Cap Institutional
Price$15.17
Change-$0.59 (-3.74%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Admiral
Price$144.89
Change-$6.67 (-4.40%)
VolumeN/A
CapitalizationN/A
TSMDX vs VEXAX Comparison Chart
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TSMDX vs. VEXAX commentary
Dec 19, 2024
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 TSMDX is a Hold and VEXAX is a Hold.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 120B vs. TSMDX (36.5M). VEXAX pays higher dividends than TSMDX: VEXAX (1.20) vs TSMDX (0.09). TSMDX was incepted earlier than VEXAX: TSMDX (9 years) vs VEXAX (24 years). TSMDX is a more actively managed with annual turnover of: 26.00 vs. VEXAX (11.00). VEXAX has a lower initial minimum investment than TSMDX: VEXAX (3000) vs TSMDX (100000). VEXAX annual gain was more profitable for investors over the last year : 23.66 vs. TSMDX (8.52). VEXAX return over 5 years is better than : 60.99 vs. TSMDX (22.94).
| TSMDX | VEXAX | TSMDX / VEXAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 6.989 | 21.822 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5M | 120B | 0% |
| Annual Yield % from dividends | 0.09 | 1.20 | 7% |
| Returns for 1 year | 8.52 | 23.66 | 36% |
| Returns for 3 years | -4.85 | 12.81 | -38% |
| Returns for 5 years | 22.94 | 60.99 | 38% |
| Returns for 10 years | N/A | 137.05 | - |