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TVRFX vs VEXMX
TVRFX vs VEXMX Comparison
Open Charts TVRFX vs VEXMX
Thornburg Small/Mid Cap Core R3
Price$68.74
Change+$1.80 (+2.69%)
VolumeN/A
Net Assets435.26M
Vanguard Extended Market Index Investor
Price$128.86
Change+$3.16 (+2.51%)
VolumeN/A
Net Assets101.44B
TVRFX vs VEXMX Comparison Chart
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TVRFX vs. VEXMX commentary
Apr 26, 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 TVRFX is a Buy and VEXMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 101B vs. TVRFX (435M). VEXMX pays higher dividends than TVRFX: VEXMX (1.15) vs TVRFX (0.00). TVRFX was incepted earlier than VEXMX: TVRFX (22 years) vs VEXMX (37 years). TVRFX (1.88) is less costly to investors than VEXMX (0.19). TVRFX is a more actively managed with annual turnover of: 46.19 vs. VEXMX (11.00). TVRFX has a lower initial minimum investment than VEXMX: TVRFX (0) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : -0.04 vs. TVRFX (-1.48). VEXMX return over 5 years is better than : 69.31 vs. TVRFX (10.67).
| TVRFX | VEXMX | TVRFX / VEXMX | |
| Total Expense Ratio | 1.31 | 0.19 | 689% |
| Annual Report Gross Expense Ratio | 1.88 | 0.19 | 989% |
| Fund Existence | 22 years | 37 years | - |
| Gain YTD | -13.174 | -12.764 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 435M | 101B | 0% |
| Annual Yield % from dividends | 0.00 | 1.15 | - |
| Returns for 1 year | -1.48 | -0.04 | 4,202% |
| Returns for 3 years | 3.33 | 7.36 | 45% |
| Returns for 5 years | 10.67 | 69.31 | 15% |
| Returns for 10 years | 30.82 | 84.66 | 36% |
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