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TVIFX vs VMCPX
TVIFX vs VMCPX Comparison
Open Charts TVIFX vs VMCPX
Thornburg Small/Mid Cap Core I
Price$69.76
Change+$0.57 (+0.82%)
VolumeN/A
Net Assets428.67M
Vanguard Mid Cap Index InstitutionalPlus
Price$331.45
Change+$2.64 (+0.80%)
VolumeN/A
Net Assets175.23B
TVIFX vs VMCPX Comparison Chart
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TVIFX vs. VMCPX 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 VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. TVIFX (429M). VMCPX pays higher dividends than TVIFX: VMCPX (1.61) vs TVIFX (0.00). TVIFX was incepted earlier than VMCPX: TVIFX (26 years) vs VMCPX (14 years). TVIFX (1.08) is less costly to investors than VMCPX (0.03). TVIFX is a more actively managed with annual turnover of: 46.19 vs. VMCPX (13.00). TVIFX has a lower initial minimum investment than VMCPX: TVIFX (2500000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 4.67 vs. TVIFX (-2.80). VMCPX return over 5 years is better than : 68.86 vs. TVIFX (9.13).
| TVIFX | VMCPX | TVIFX / VMCPX | |
| Total Expense Ratio | 0.95 | 0.03 | 3,167% |
| Annual Report Gross Expense Ratio | 1.08 | 0.03 | 3,600% |
| Fund Existence | 26 years | 14 years | - |
| Gain YTD | -16.764 | -6.866 | 244% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 100000000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 429M | 175B | 0% |
| Annual Yield % from dividends | 0.00 | 1.61 | - |
| Returns for 1 year | -2.80 | 4.67 | -60% |
| Returns for 3 years | -2.80 | 6.62 | -42% |
| Returns for 5 years | 9.13 | 68.86 | 13% |
| Returns for 10 years | 30.74 | 92.89 | 33% |
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