Ad is loading...
TVRRX vs VIEIX
TVRRX vs VIEIX Comparison
Open Charts TVRRX vs VIEIX
Thornburg Small/Mid Cap Core R5
Price$86.78
Change+$0.15 (+0.17%)
VolumeN/A
Net Assets587.98M
Vanguard Extended Market Index Instl
Price$149.82
Change+$1.00 (+0.67%)
VolumeN/A
Net Assets111.13B
TVRRX vs VIEIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
TVRRX 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 TVRRX is a StrongBuy and VIEIX is a Hold.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 111B vs. TVRRX (588M). VIEIX pays higher dividends than TVRRX: VIEIX (1.21) vs TVRRX (0.00). TVRRX was incepted earlier than VIEIX: TVRRX (20 years) vs VIEIX (28 years). TVRRX is a more actively managed with annual turnover of: 46.19 vs. VIEIX (11.00). TVRRX has a lower initial minimum investment than VIEIX: TVRRX (0) vs VIEIX (5000000). TVRRX annual gain was more profitable for investors over the last year : 28.41 vs. VIEIX (24.95). VIEIX return over 5 years is better than : 54.68 vs. TVRRX (6.68).
| TVRRX | VIEIX | TVRRX / VIEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 28 years | - |
| Gain YTD | 3.742 | 3.991 | 94% |
| 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 | 28.41 | 24.95 | 114% |
| Returns for 3 years | 18.68 | 18.29 | 102% |
| Returns for 5 years | 6.68 | 54.68 | 12% |
| Returns for 10 years | 76.68 | 138.66 | 55% |