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TVIFX vs VIMSX
TVIFX vs VIMSX Comparison
Open Charts TVIFX vs VIMSX
Thornburg Small/Mid Cap Core I
Price$69.76
Change+$0.57 (+0.82%)
VolumeN/A
Net Assets428.67M
Vanguard Mid Cap Index Investor
Price$67.08
Change+$0.54 (+0.81%)
VolumeN/A
Net Assets175.23B
TVIFX vs VIMSX Comparison Chart
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TVIFX vs. VIMSX commentary
Apr 19, 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 (429M). VIMSX pays higher dividends than TVIFX: VIMSX (1.46) vs TVIFX (0.00). TVIFX was incepted earlier than VIMSX: TVIFX (26 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: 46.19 vs. VIMSX (13.00). 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 : 4.66 vs. TVIFX (-2.80). VIMSX return over 5 years is better than : 68.74 vs. TVIFX (9.13).
| TVIFX | VIMSX | TVIFX / VIMSX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 1.08 | 0.17 | 635% |
| Fund Existence | 26 years | 27 years | - |
| Gain YTD | -16.764 | -6.870 | 244% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 3000 | 83,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 429M | 175B | 0% |
| Annual Yield % from dividends | 0.00 | 1.46 | - |
| Returns for 1 year | -2.80 | 4.66 | -60% |
| Returns for 3 years | -2.80 | 6.59 | -42% |
| Returns for 5 years | 9.13 | 68.74 | 13% |
| Returns for 10 years | 30.74 | 92.65 | 33% |