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TVIFX vs VEXMX
TVIFX vs VEXMX Comparison
Open Charts TVIFX vs VEXMX
Thornburg Small/Mid Cap Core I
Price$86.59
Change+$1.39 (+1.63%)
VolumeN/A
Net Assets571.17M
Vanguard Extended Market Index Investor
Price$152.38
Change+$1.66 (+1.10%)
VolumeN/A
Net Assets111.13B
TVIFX vs VEXMX Comparison Chart
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TVIFX vs. VEXMX commentary
Jan 31, 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 StrongBuy and VEXMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 111B vs. TVIFX (571M). VEXMX pays higher dividends than TVIFX: VEXMX (1.09) vs TVIFX (0.00). TVIFX was incepted earlier than VEXMX: TVIFX (26 years) vs VEXMX (37 years). 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). TVIFX annual gain was more profitable for investors over the last year : 25.75 vs. VEXMX (24.07). VEXMX return over 5 years is better than : 60.66 vs. TVIFX (11.95).
| TVIFX | VEXMX | TVIFX / VEXMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 37 years | - |
| Gain YTD | 3.317 | 4.522 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 3000 | 83,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 571M | 111B | 1% |
| Annual Yield % from dividends | 0.00 | 1.09 | - |
| Returns for 1 year | 25.75 | 24.07 | 107% |
| Returns for 3 years | 22.66 | 21.60 | 105% |
| Returns for 5 years | 11.95 | 60.66 | 20% |
| Returns for 10 years | 73.83 | 136.41 | 54% |
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