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TVRFX vs VEXMX
TVRFX vs VEXMX Comparison
Open Charts TVRFX vs VEXMX
Thornburg Small/Mid Cap Core R3
Price$76.66
Change-$2.33 (-2.95%)
VolumeN/A
Net Assets538.37M
Vanguard Extended Market Index Investor
Price$144.66
Change-$4.58 (-3.07%)
VolumeN/A
Net Assets116.7B
TVRFX vs VEXMX Comparison Chart
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TVRFX vs. VEXMX commentary
Feb 23, 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 Hold and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 117B vs. TVRFX (538M). VEXMX pays higher dividends than TVRFX: VEXMX (1.09) vs TVRFX (0.00). TVRFX was incepted earlier than VEXMX: TVRFX (22 years) vs VEXMX (37 years). 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 : 14.28 vs. TVRFX (12.36). VEXMX return over 5 years is better than : 47.20 vs. TVRFX (-1.95).
| TVRFX | VEXMX | TVRFX / VEXMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 37 years | - |
| Gain YTD | -3.170 | 0.319 | -994% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 538M | 117B | 0% |
| Annual Yield % from dividends | 0.00 | 1.09 | - |
| Returns for 1 year | 12.36 | 14.28 | 87% |
| Returns for 3 years | 15.46 | 21.08 | 73% |
| Returns for 5 years | -1.95 | 47.20 | -4% |
| Returns for 10 years | 50.18 | 115.28 | 44% |