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TVAFX vs VIMSX
TVAFX vs VIMSX Comparison
Open Charts TVAFX vs VIMSX
TVAFX vs VIMSX Comparison Chart in %
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TVAFX vs. VIMSX commentary
Jun 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 TVAFX is a Hold and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 214B vs. TVAFX (495M). VIMSX pays higher dividends than TVAFX: VIMSX (1.25) vs TVAFX (0.00). TVAFX was incepted earlier than VIMSX: TVAFX (31 years) vs VIMSX (28 years). TVAFX (1.29) is less costly to investors than VIMSX (0.17). TVAFX is a more actively managed with annual turnover of: 23.05 vs. VIMSX (16.00). TVAFX has a lower initial minimum investment than VIMSX: TVAFX (1000) vs VIMSX (3000). VIMSX (17.05) and TVAFX (16.39) have marching annual gain over last year. VIMSX return over 5 years is better than : 36.87 vs. TVAFX (-8.17).
| TVAFX | VIMSX | TVAFX / VIMSX | |
| Total Expense Ratio | 1.29 | 0.17 | 759% |
| Annual Report Gross Expense Ratio | 1.29 | 0.17 | 759% |
| Fund Existence | 31 years | 28 years | - |
| Gain YTD | 10.615 | 9.166 | 116% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 495M | 214B | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | 16.39 | 17.05 | 96% |
| Returns for 3 years | 47.68 | 51.64 | 92% |
| Returns for 5 years | -8.17 | 36.87 | -22% |
| Returns for 10 years | 69.75 | 158.89 | 44% |
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