Ad is loading...
TVAFX vs VIMSX
TVAFX vs VIMSX Comparison
Open Charts TVAFX vs VIMSX
Thornburg Small/Mid Cap Core A
Price$77.06
Change-$2.34 (-2.95%)
VolumeN/A
Net Assets538.37M
Vanguard Mid Cap Index Investor
Price$73.84
Change-$1.43 (-1.90%)
VolumeN/A
Net Assets184.83B
TVAFX vs VIMSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
TVAFX vs. VIMSX commentary
Feb 23, 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 Hold and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. TVAFX (538M). VIMSX pays higher dividends than TVAFX: VIMSX (1.38) vs TVAFX (0.00). TVAFX was incepted earlier than VIMSX: TVAFX (29 years) vs VIMSX (27 years). 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 : 14.03 vs. TVAFX (12.30). VIMSX return over 5 years is better than : 48.34 vs. TVAFX (-1.92).
| TVAFX | VIMSX | TVAFX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 27 years | - |
| Gain YTD | -3.179 | 2.456 | -129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 538M | 185B | 0% |
| Annual Yield % from dividends | 0.00 | 1.38 | - |
| Returns for 1 year | 12.30 | 14.03 | 88% |
| Returns for 3 years | 15.24 | 19.64 | 78% |
| Returns for 5 years | -1.92 | 48.34 | -4% |
| Returns for 10 years | 49.60 | 114.05 | 43% |