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TVAFX vs VIMSX
TVAFX vs VIMSX Comparison
Open Charts TVAFX vs VIMSX
Thornburg Small/Mid Cap Core A
Price$76.02
Change+$0.63 (+0.84%)
VolumeN/A
Net Assets473.3M
Vanguard Mid Cap Index Investor
Price$74.82
Change+$0.53 (+0.71%)
VolumeN/A
Net Assets185.28B
TVAFX vs VIMSX Comparison Chart
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TVAFX vs. VIMSX commentary
Jun 07, 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: 185B vs. TVAFX (473M). VIMSX pays higher dividends than TVAFX: VIMSX (1.40) 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: 32.79 vs. VIMSX (16.00). 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 : 12.15 vs. TVAFX (6.75). VIMSX return over 5 years is better than : 59.53 vs. TVAFX (6.26).
| 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 | -4.485 | 3.140 | -143% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 473M | 185B | 0% |
| Annual Yield % from dividends | 0.00 | 1.40 | - |
| Returns for 1 year | 6.75 | 12.15 | 56% |
| Returns for 3 years | 14.04 | 23.71 | 59% |
| Returns for 5 years | 6.26 | 59.53 | 11% |
| Returns for 10 years | 42.94 | 116.65 | 37% |
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