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TVIFX vs VEXMX
TVIFX vs VEXMX Comparison
Open Charts TVIFX vs VEXMX
Thornburg Small/Mid Cap Core I
Price$69.76
Change+$0.57 (+0.82%)
VolumeN/A
Net Assets428.67M
Vanguard Extended Market Index Investor
Price$123.00
Change+$0.98 (+0.80%)
VolumeN/A
Net Assets101.44B
TVIFX vs VEXMX Comparison Chart
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TVIFX vs. VEXMX commentary
Apr 19, 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 TVIFX is a Buy and VEXMX is a Buy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 101B vs. TVIFX (429M). VEXMX pays higher dividends than TVIFX: VEXMX (1.15) vs TVIFX (0.00). TVIFX was incepted earlier than VEXMX: TVIFX (26 years) vs VEXMX (37 years). TVIFX (1.08) is less costly to investors than VEXMX (0.19). TVIFX is a more actively managed with annual turnover of: 46.19 vs. VEXMX (11.00). VEXMX has a lower initial minimum investment than TVIFX: VEXMX (3000) vs TVIFX (2500000). VEXMX annual gain was more profitable for investors over the last year : 0.13 vs. TVIFX (-2.80). VEXMX return over 5 years is better than : 65.34 vs. TVIFX (9.13).
| TVIFX | VEXMX | TVIFX / VEXMX | |
| Total Expense Ratio | 0.95 | 0.19 | 500% |
| Annual Report Gross Expense Ratio | 1.08 | 0.19 | 568% |
| Fund Existence | 26 years | 37 years | - |
| Gain YTD | -16.764 | -14.638 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 3000 | 83,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 429M | 101B | 0% |
| Annual Yield % from dividends | 0.00 | 1.15 | - |
| Returns for 1 year | -2.80 | 0.13 | -2,173% |
| Returns for 3 years | -2.80 | 2.95 | -95% |
| Returns for 5 years | 9.13 | 65.34 | 14% |
| Returns for 10 years | 30.74 | 79.83 | 39% |