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TVRRX vs VEXMX
TVRRX vs VEXMX Comparison
Open Charts TVRRX vs VEXMX
Thornburg Small/Mid Cap Core R5
Price$71.60
Change+$6.68 (+10.29%)
VolumeN/A
Net Assets444.15M
Vanguard Extended Market Index Investor
Price$120.20
Change-$5.61 (-4.46%)
VolumeN/A
Net Assets101.44B
TVRRX vs VEXMX Comparison Chart
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TVRRX vs. VEXMX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 101B vs. TVRRX (444M). VEXMX pays higher dividends than TVRRX: VEXMX (1.15) 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: 46.19 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 : -12.73 vs. TVRRX (-14.61). VEXMX return over 5 years is better than : 55.04 vs. TVRRX (2.98).
| 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 | -22.391 | -20.689 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 444M | 101B | 0% |
| Annual Yield % from dividends | 0.00 | 1.15 | - |
| Returns for 1 year | -14.61 | -12.73 | 115% |
| Returns for 3 years | -9.66 | -5.02 | 192% |
| Returns for 5 years | 2.98 | 55.04 | 5% |
| Returns for 10 years | 22.72 | 66.72 | 34% |
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