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TVRRX vs VSMAX
TVRRX vs VSMAX Comparison
Open Charts TVRRX vs VSMAX
Thornburg Small/Mid Cap Core R5
Price$87.71
Change+$4.52 (+5.43%)
VolumeN/A
Net Assets481.96M
Vanguard Small Cap Index Admiral Shares
Price$130.42
Change+$7.86 (+6.41%)
VolumeN/A
Net Assets162.31B
TVRRX vs VSMAX Comparison Chart in %
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TVRRX vs. VSMAX 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 TVRRX is a Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. TVRRX (482M). VSMAX pays higher dividends than TVRRX: VSMAX (1.27) vs TVRRX (0.00). TVRRX was incepted earlier than VSMAX: TVRRX (21 years) vs VSMAX (25 years). TVRRX (1.98) is less costly to investors than VSMAX (0.05). TVRRX is a more actively managed with annual turnover of: 32.79 vs. VSMAX (13.00). TVRRX has a lower initial minimum investment than VSMAX: TVRRX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 10.71 vs. TVRRX (4.16). VSMAX return over 5 years is better than : 31.93 vs. TVRRX (-5.67).
| TVRRX | VSMAX | TVRRX / VSMAX | |
| Total Expense Ratio | 0.95 | 0.05 | 1,900% |
| Annual Report Gross Expense Ratio | 1.98 | 0.05 | 3,960% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 5.383 | 5.535 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 482M | 162B | 0% |
| Annual Yield % from dividends | 0.00 | 1.27 | - |
| Returns for 1 year | 4.16 | 10.71 | 39% |
| Returns for 3 years | 31.42 | 33.11 | 95% |
| Returns for 5 years | -5.67 | 31.93 | -18% |
| Returns for 10 years | 86.36 | 186.87 | 46% |
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