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TVIFX vs VIMSX
TVIFX vs VIMSX Comparison
Open Charts TVIFX vs VIMSX
Thornburg Small/Mid Cap Core I
Price$78.24
Change-$0.44 (-0.56%)
VolumeN/A
Net Assets467.04M
Vanguard Mid Cap Index Investor
Price$72.76
Change-$0.22 (-0.30%)
VolumeN/A
Net Assets175.12B
TVIFX vs VIMSX Comparison Chart
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TVIFX vs. VIMSX commentary
May 26, 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 TVIFX is a Buy and VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. TVIFX (467M). VIMSX pays higher dividends than TVIFX: VIMSX (1.48) vs TVIFX (0.00). TVIFX was incepted earlier than VIMSX: TVIFX (27 years) vs VIMSX (27 years). TVIFX (1.08) is less costly to investors than VIMSX (0.17). TVIFX is a more actively managed with annual turnover of: 32.79 vs. VIMSX (16.00). VIMSX has a lower initial minimum investment than TVIFX: VIMSX (3000) vs TVIFX (2500000). VIMSX annual gain was more profitable for investors over the last year : 9.27 vs. TVIFX (4.33). VIMSX return over 5 years is better than : 73.88 vs. TVIFX (16.80).
| TVIFX | VIMSX | TVIFX / VIMSX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 1.08 | 0.17 | 635% |
| Fund Existence | 27 years | 27 years | - |
| Gain YTD | -6.646 | 1.016 | -654% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 3000 | 83,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 467M | 175B | 0% |
| Annual Yield % from dividends | 0.00 | 1.48 | - |
| Returns for 1 year | 4.33 | 9.27 | 47% |
| Returns for 3 years | 21.12 | 29.39 | 72% |
| Returns for 5 years | 16.80 | 73.88 | 23% |
| Returns for 10 years | 44.28 | 109.61 | 40% |
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