Interact to see
Advertisement
Advertisement
TVAFX vs VIMSX
TVAFX vs VIMSX Comparison
Open Charts TVAFX vs VIMSX
TVAFX vs VIMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
TVAFX vs. VIMSX commentary
Jun 24, 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 Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 219B vs. TVAFX (488M). 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 annual gain was more profitable for investors over the last year : 17.63 vs. TVAFX (14.74). VIMSX return over 5 years is better than : 37.48 vs. TVAFX (-9.63).
| 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 | 10.349 | 10.479 | 99% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 488M | 219B | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | 14.74 | 17.63 | 84% |
| Returns for 3 years | 46.19 | 51.89 | 89% |
| Returns for 5 years | -9.63 | 37.48 | -26% |
| Returns for 10 years | 75.18 | 171.07 | 44% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement