Ad is loading...
TVRFX vs VSEMX
TVRFX vs VSEMX Comparison
Open Charts TVRFX vs VSEMX
Thornburg Small/Mid Cap Core R3
Price$82.11
Change+$0.13 (+0.16%)
VolumeN/A
Net Assets587.98M
Vanguard Extended Market Index Instl Sel
Price$240.81
Change+$1.61 (+0.67%)
VolumeN/A
Net Assets111.13B
TVRFX vs VSEMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
TVRFX vs. VSEMX 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 VSEMX is a Hold.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 111B vs. TVRFX (588M). VSEMX pays higher dividends than TVRFX: VSEMX (1.23) vs TVRFX (0.00). TVRFX was incepted earlier than VSEMX: TVRFX (22 years) vs VSEMX (9 years). TVRFX is a more actively managed with annual turnover of: 46.19 vs. VSEMX (11.00). TVRFX has a lower initial minimum investment than VSEMX: TVRFX (0) vs VSEMX (3000000000). TVRFX annual gain was more profitable for investors over the last year : 27.94 vs. VSEMX (24.97). VSEMX return over 5 years is better than : 54.76 vs. TVRFX (3.42).
| TVRFX | VSEMX | TVRFX / VSEMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 3.714 | 3.990 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 588M | 111B | 1% |
| Annual Yield % from dividends | 0.00 | 1.23 | - |
| Returns for 1 year | 27.94 | 24.97 | 112% |
| Returns for 3 years | 17.40 | 18.32 | 95% |
| Returns for 5 years | 3.42 | 54.76 | 6% |
| Returns for 10 years | 70.46 | N/A | - |