Ad is loading...
TVAFX vs VMCPX
TVAFX vs VMCPX Comparison
Open Charts TVAFX vs VMCPX
Thornburg Small/Mid Cap Core A
Price$67.28
Change+$1.40 (+2.13%)
VolumeN/A
Net Assets426.62M
Vanguard Mid Cap Index InstitutionalPlus
Price$336.50
Change+$3.76 (+1.13%)
VolumeN/A
Net Assets175.23B
TVAFX vs VMCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
TVAFX vs. VMCPX commentary
Apr 25, 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 VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. TVAFX (427M). VMCPX pays higher dividends than TVAFX: VMCPX (1.61) vs TVAFX (0.00). TVAFX was incepted earlier than VMCPX: TVAFX (30 years) vs VMCPX (14 years). TVAFX (1.38) is less costly to investors than VMCPX (0.03). TVAFX is a more actively managed with annual turnover of: 46.19 vs. VMCPX (13.00). TVAFX has a lower initial minimum investment than VMCPX: TVAFX (5000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 3.36 vs. TVAFX (-5.79). VMCPX return over 5 years is better than : 71.15 vs. TVAFX (5.55).
| TVAFX | VMCPX | TVAFX / VMCPX | |
| Total Expense Ratio | 1.38 | 0.03 | 4,600% |
| Annual Report Gross Expense Ratio | 1.38 | 0.03 | 4,600% |
| Fund Existence | 30 years | 14 years | - |
| Gain YTD | -17.226 | -6.503 | 265% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 427M | 175B | 0% |
| Annual Yield % from dividends | 0.00 | 1.61 | - |
| Returns for 1 year | -5.79 | 3.36 | -172% |
| Returns for 3 years | -1.30 | 9.48 | -14% |
| Returns for 5 years | 5.55 | 71.15 | 8% |
| Returns for 10 years | 23.60 | 92.88 | 25% |
View a ticker or compare two or three
VS
VS
Ad is loading...