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TVRFX vs VEXMX
TVRFX vs VEXMX Comparison
Open Charts TVRFX vs VEXMX
Thornburg Small/Mid Cap Core R3
Price$82.11
Change+$0.13 (+0.16%)
VolumeN/A
Net Assets587.98M
Vanguard Extended Market Index Investor
Price$149.94
Change+$1.00 (+0.67%)
VolumeN/A
Net Assets111.13B
TVRFX vs VEXMX Comparison Chart
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TVRFX vs. VEXMX commentary
Jan 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 TVRFX is a StrongBuy and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 111B vs. TVRFX (588M). 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). TVRFX annual gain was more profitable for investors over the last year : 27.94 vs. VEXMX (24.91). VEXMX return over 5 years is better than : 54.44 vs. TVRFX (3.42).
| 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 | 3.714 | 3.981 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 588M | 111B | 1% |
| Annual Yield % from dividends | 0.00 | 1.09 | - |
| Returns for 1 year | 27.94 | 24.91 | 112% |
| Returns for 3 years | 17.40 | 18.20 | 96% |
| Returns for 5 years | 3.42 | 54.44 | 6% |
| Returns for 10 years | 70.46 | 137.82 | 51% |
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