Ad is loading...
TVAFX vs VIMSX
TVAFX vs VIMSX Comparison
Open Charts TVAFX vs VIMSX
Thornburg Small/Mid Cap Core A
Price$68.04
Change+$6.35 (+10.29%)
VolumeN/A
Net Assets444.15M
Vanguard Mid Cap Index Investor
Price$65.41
Change-$2.07 (-3.07%)
VolumeN/A
Net Assets175.23B
TVAFX vs VIMSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
TVAFX vs. VIMSX 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 TVAFX is a Buy and VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. TVAFX (444M). VIMSX pays higher dividends than TVAFX: VIMSX (1.46) vs TVAFX (0.00). TVAFX was incepted earlier than VIMSX: TVAFX (30 years) vs VIMSX (27 years). TVAFX (1.38) is less costly to investors than VIMSX (0.17). TVAFX is a more actively managed with annual turnover of: 46.19 vs. VIMSX (13.00). VIMSX has a lower initial minimum investment than TVAFX: VIMSX (3000) vs TVAFX (5000). VIMSX annual gain was more profitable for investors over the last year : -7.35 vs. TVAFX (-14.97). VIMSX return over 5 years is better than : 59.02 vs. TVAFX (-0.16).
| TVAFX | VIMSX | TVAFX / VIMSX | |
| Total Expense Ratio | 1.38 | 0.17 | 812% |
| Annual Report Gross Expense Ratio | 1.38 | 0.17 | 812% |
| Fund Existence | 30 years | 27 years | - |
| Gain YTD | -22.490 | -13.326 | 169% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 444M | 175B | 0% |
| Annual Yield % from dividends | 0.00 | 1.46 | - |
| Returns for 1 year | -14.97 | -7.35 | 204% |
| Returns for 3 years | -10.80 | -2.21 | 490% |
| Returns for 5 years | -0.16 | 59.02 | -0% |
| Returns for 10 years | 17.93 | 78.54 | 23% |
View a ticker or compare two or three
VS
VS
Ad is loading...