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TVAFX vs VEXMX
TVAFX vs VEXMX Comparison
Open Charts TVAFX vs VEXMX
Thornburg Small/Mid Cap Core A
Price$68.04
Change+$6.35 (+10.29%)
VolumeN/A
Net Assets444.15M
Vanguard Extended Market Index Investor
Price$120.20
Change-$5.61 (-4.46%)
VolumeN/A
Net Assets101.44B
TVAFX vs VEXMX Comparison Chart
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TVAFX vs. VEXMX commentary
Apr 11, 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 TVAFX is a Buy and VEXMX is a Buy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 101B vs. TVAFX (444M). VEXMX pays higher dividends than TVAFX: VEXMX (1.15) vs TVAFX (0.00). TVAFX was incepted earlier than VEXMX: TVAFX (30 years) vs VEXMX (37 years). TVAFX (1.38) is less costly to investors than VEXMX (0.19). TVAFX is a more actively managed with annual turnover of: 46.19 vs. VEXMX (11.00). VEXMX has a lower initial minimum investment than TVAFX: VEXMX (3000) vs TVAFX (5000). VEXMX annual gain was more profitable for investors over the last year : -12.73 vs. TVAFX (-14.97). VEXMX return over 5 years is better than : 55.04 vs. TVAFX (-0.16).
| TVAFX | VEXMX | TVAFX / VEXMX | |
| Total Expense Ratio | 1.38 | 0.19 | 726% |
| Annual Report Gross Expense Ratio | 1.38 | 0.19 | 726% |
| Fund Existence | 30 years | 37 years | - |
| Gain YTD | -22.490 | -20.689 | 109% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 444M | 101B | 0% |
| Annual Yield % from dividends | 0.00 | 1.15 | - |
| Returns for 1 year | -14.97 | -12.73 | 118% |
| Returns for 3 years | -10.80 | -5.02 | 215% |
| Returns for 5 years | -0.16 | 55.04 | -0% |
| Returns for 10 years | 17.93 | 66.72 | 27% |
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