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TVRFX vs VIEIX
TVRFX vs VIEIX Comparison
Open Charts TVRFX vs VIEIX
Thornburg Small/Mid Cap Core R3
Price$82.11
Change+$0.13 (+0.16%)
VolumeN/A
Net Assets587.98M
Vanguard Extended Market Index Instl
Price$149.82
Change+$1.00 (+0.67%)
VolumeN/A
Net Assets111.13B
TVRFX vs VIEIX Comparison Chart
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TVRFX vs. VIEIX 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 VIEIX is a Hold.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 111B vs. TVRFX (588M). VIEIX pays higher dividends than TVRFX: VIEIX (1.21) vs TVRFX (0.00). TVRFX was incepted earlier than VIEIX: TVRFX (22 years) vs VIEIX (28 years). TVRFX is a more actively managed with annual turnover of: 46.19 vs. VIEIX (11.00). TVRFX has a lower initial minimum investment than VIEIX: TVRFX (0) vs VIEIX (5000000). TVRFX annual gain was more profitable for investors over the last year : 27.94 vs. VIEIX (24.95). VIEIX return over 5 years is better than : 54.68 vs. TVRFX (3.42).
| TVRFX | VIEIX | TVRFX / VIEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | 3.714 | 3.991 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 588M | 111B | 1% |
| Annual Yield % from dividends | 0.00 | 1.21 | - |
| Returns for 1 year | 27.94 | 24.95 | 112% |
| Returns for 3 years | 17.40 | 18.29 | 95% |
| Returns for 5 years | 3.42 | 54.68 | 6% |
| Returns for 10 years | 70.46 | 138.66 | 51% |
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