Ad is loading...
TVRRX vs VEXMX
TVRRX vs VEXMX Comparison
Open Charts TVRRX vs VEXMX
Thornburg Small/Mid Cap Core R5
Price$75.02
Change-$0.72 (-0.95%)
VolumeN/A
Net Assets479.46M
Vanguard Extended Market Index Investor
Price$133.24
Change-$1.61 (-1.19%)
VolumeN/A
Net Assets110.09B
TVRRX vs VEXMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
TVRRX vs. VEXMX commentary
Mar 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 TVRRX is a Buy and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 110B vs. TVRRX (479M). VEXMX pays higher dividends than TVRRX: VEXMX (0.98) 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 : 5.63 vs. TVRRX (1.65). VEXMX return over 5 years is better than : 119.80 vs. TVRRX (40.46).
| 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 | -10.317 | -6.484 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 479M | 110B | 0% |
| Annual Yield % from dividends | 0.00 | 0.98 | - |
| Returns for 1 year | 1.65 | 5.63 | 29% |
| Returns for 3 years | 2.39 | 8.13 | 29% |
| Returns for 5 years | 40.46 | 119.80 | 34% |
| Returns for 10 years | 43.40 | 96.55 | 45% |
View a ticker or compare two or three
VS
VS
Ad is loading...