TVIRX
Price
$67.22
Change
+$0.89 (+1.34%)
Updated
Apr 14 closing price
Net Assets
426.78M
VIMSX
Price
$67.35
Change
+$0.81 (+1.22%)
Updated
Apr 14 closing price
Net Assets
175.23B
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TVIRX vs VIMSX

Header iconTVIRX vs VIMSX Comparison
Open Charts TVIRX vs VIMSXBanner chart's image
Thornburg Small/Mid Cap Core R4
Price$67.22
Change+$0.89 (+1.34%)
VolumeN/A
Net Assets426.78M
Vanguard Mid Cap Index Investor
Price$67.35
Change+$0.81 (+1.22%)
VolumeN/A
Net Assets175.23B
TVIRX vs VIMSX Comparison Chart
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TVIRX vs. VIMSX commentary
Apr 15, 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.

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FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. TVIRX (427M). VIMSX pays higher dividends than TVIRX: VIMSX (1.46) 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: 46.19 vs. VIMSX (13.00). 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 : 1.79 vs. TVIRX (-5.39). VIMSX return over 5 years is better than : 73.69 vs. TVIRX (10.47).
TVIRXVIMSXTVIRX / VIMSX
Total Expense Ratio1.210.17712%
Annual Report Gross Expense Ratio2.160.171,271%
Fund Existence18 years27 years-
Gain YTD-16.590-7.620218%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets427M175B0%
Annual Yield % from dividends0.001.46-
Returns for 1 year-5.391.79-301%
Returns for 3 years-3.915.26-74%
Returns for 5 years10.4773.6914%
Returns for 10 years28.8392.3531%
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