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TVIRX vs VIMSX
TVIRX vs VIMSX Comparison
Open Charts TVIRX vs VIMSX
Thornburg Small/Mid Cap Core R4
Price$74.09
Change+$1.33 (+1.83%)
VolumeN/A
Net Assets455.31M
Vanguard Mid Cap Index Investor
Price$71.66
Change+$0.62 (+0.87%)
VolumeN/A
Net Assets175.12B
TVIRX vs VIMSX Comparison Chart
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TVIRX vs. VIMSX commentary
May 09, 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 TVIRX is a Buy and VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. TVIRX (455M). VIMSX pays higher dividends than TVIRX: VIMSX (1.48) vs TVIRX (0.00). TVIRX was incepted earlier than VIMSX: TVIRX (18 years) vs VIMSX (27 years). TVIRX (2.16) is less costly to investors than VIMSX (0.17). TVIRX is a more actively managed with annual turnover of: 32.79 vs. VIMSX (16.00). TVIRX has a lower initial minimum investment than VIMSX: TVIRX (0) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 7.09 vs. TVIRX (3.49). VIMSX return over 5 years is better than : 71.68 vs. TVIRX (13.05).
| TVIRX | VIMSX | TVIRX / VIMSX | |
| Total Expense Ratio | 1.21 | 0.17 | 712% |
| Annual Report Gross Expense Ratio | 2.16 | 0.17 | 1,271% |
| Fund Existence | 18 years | 27 years | - |
| Gain YTD | -8.066 | -1.372 | 588% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 455M | 175B | 0% |
| Annual Yield % from dividends | 0.00 | 1.48 | - |
| Returns for 1 year | 3.49 | 7.09 | 49% |
| Returns for 3 years | 20.88 | 26.15 | 80% |
| Returns for 5 years | 13.05 | 71.68 | 18% |
| Returns for 10 years | 39.48 | 104.77 | 38% |
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