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NAESX vs TVIRX
NAESX vs TVIRX Comparison
Open Charts NAESX vs TVIRX
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
Thornburg Small/Mid Cap Core R4
Price$84.26
Change+$4.28 (+5.35%)
VolumeN/A
Net Assets482.5M
NAESX vs TVIRX Comparison Chart in %
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NAESX vs. TVIRX commentary
Feb 04, 2026
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 NAESX is a Hold and TVIRX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. TVIRX (482M). NAESX pays higher dividends than TVIRX: NAESX (1.16) vs TVIRX (0.00). NAESX was incepted earlier than TVIRX: NAESX (65 years) vs TVIRX (19 years). TVIRX (2.18) is less costly to investors than NAESX (0.17). TVIRX is a more actively managed with annual turnover of: 32.79 vs. NAESX (13.00). TVIRX has a lower initial minimum investment than NAESX: TVIRX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 10.68 vs. TVIRX (3.90). NAESX return over 5 years is better than : 31.77 vs. TVIRX (-7.69).
| NAESX | TVIRX | NAESX / TVIRX | |
| Total Expense Ratio | 0.17 | 1.20 | 14% |
| Annual Report Gross Expense Ratio | 0.17 | 2.18 | 8% |
| Fund Existence | 65 years | 19 years | - |
| Gain YTD | 5.519 | 5.351 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 482M | 33,610% |
| Annual Yield % from dividends | 1.16 | 0.00 | - |
| Returns for 1 year | 10.68 | 3.90 | 274% |
| Returns for 3 years | 33.00 | 30.41 | 109% |
| Returns for 5 years | 31.77 | -7.69 | -413% |
| Returns for 10 years | 185.98 | 82.15 | 226% |
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