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TVRRX vs VEXMX
TVRRX vs VEXMX Comparison
Open Charts TVRRX vs VEXMX
Thornburg Small/Mid Cap Core R5
Price$76.98
Change+$1.39 (+1.84%)
VolumeN/A
Net Assets455.31M
Vanguard Extended Market Index Investor
Price$134.66
Change+$2.45 (+1.85%)
VolumeN/A
Net Assets100.64B
TVRRX vs VEXMX Comparison Chart
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TVRRX vs. VEXMX commentary
May 09, 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 TVRRX is a Buy and VEXMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 101B vs. TVRRX (455M). VEXMX pays higher dividends than TVRRX: VEXMX (1.16) vs TVRRX (0.00). TVRRX was incepted earlier than VEXMX: TVRRX (20 years) vs VEXMX (37 years). TVRRX (1.87) is less costly to investors than VEXMX (0.19). TVRRX is a more actively managed with annual turnover of: 32.79 vs. VEXMX (11.00). TVRRX has a lower initial minimum investment than VEXMX: TVRRX (0) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : 2.06 vs. TVRRX (1.75). VEXMX return over 5 years is better than : 63.13 vs. TVRRX (13.45).
| TVRRX | VEXMX | TVRRX / VEXMX | |
| Total Expense Ratio | 0.95 | 0.19 | 500% |
| Annual Report Gross Expense Ratio | 1.87 | 0.19 | 984% |
| Fund Existence | 20 years | 37 years | - |
| Gain YTD | -9.635 | -8.544 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 455M | 101B | 0% |
| Annual Yield % from dividends | 0.00 | 1.16 | - |
| Returns for 1 year | 1.75 | 2.06 | 85% |
| Returns for 3 years | 13.92 | 21.24 | 66% |
| Returns for 5 years | 13.45 | 63.13 | 21% |
| Returns for 10 years | 40.12 | 95.42 | 42% |
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