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TVRFX vs VIMSX
TVRFX vs VIMSX Comparison
Open Charts TVRFX vs VIMSX
Thornburg Small/Mid Cap Core R3
Price$79.27
Change+$1.11 (+1.42%)
VolumeN/A
Net Assets476.59M
Vanguard Mid Cap Index Investor
Price$80.01
Change-$0.57 (-0.71%)
VolumeN/A
Net Assets201.28B
TVRFX vs VIMSX Comparison Chart in %
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TVRFX vs. VIMSX commentary
Oct 10, 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 TVRFX is a Buy and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 201B vs. TVRFX (477M). VIMSX pays higher dividends than TVRFX: VIMSX (1.36) vs TVRFX (0.00). TVRFX was incepted earlier than VIMSX: TVRFX (22 years) vs VIMSX (27 years). TVRFX (1.88) is less costly to investors than VIMSX (0.17). TVRFX is a more actively managed with annual turnover of: 32.79 vs. VIMSX (16.00). TVRFX has a lower initial minimum investment than VIMSX: TVRFX (0) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 11.98 vs. TVRFX (3.19). VIMSX return over 5 years is better than : 59.87 vs. TVRFX (1.66).
| TVRFX | VIMSX | TVRFX / VIMSX | |
| Total Expense Ratio | 1.31 | 0.17 | 771% |
| Annual Report Gross Expense Ratio | 1.88 | 0.17 | 1,106% |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 0.126 | 11.375 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 477M | 201B | 0% |
| Annual Yield % from dividends | 0.00 | 1.36 | - |
| Returns for 1 year | 3.19 | 11.98 | 27% |
| Returns for 3 years | 38.88 | 53.77 | 72% |
| Returns for 5 years | 1.66 | 59.87 | 3% |
| Returns for 10 years | 57.99 | 144.22 | 40% |