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TVRFX vs VIMSX
TVRFX vs VIMSX Comparison
Open Charts TVRFX vs VIMSX
Thornburg Small/Mid Cap Core R3
Price$66.61
Change-$5.29 (-7.36%)
VolumeN/A
Net Assets473.08M
Vanguard Mid Cap Index Investor
Price$68.04
Change-$3.54 (-4.95%)
VolumeN/A
Net Assets181.84B
TVRFX vs VIMSX Comparison Chart
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TVRFX vs. VIMSX commentary
Apr 04, 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 Hold and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 182B vs. TVRFX (473M). VIMSX pays higher dividends than TVRFX: VIMSX (1.46) 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: 46.19 vs. VIMSX (13.00). 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 : 6.63 vs. TVRFX (-0.29). VIMSX return over 5 years is better than : 113.13 vs. TVRFX (33.17).
| 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 | -9.183 | -0.622 | 1,476% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 473M | 182B | 0% |
| Annual Yield % from dividends | 0.00 | 1.46 | - |
| Returns for 1 year | -0.29 | 6.63 | -4% |
| Returns for 3 years | 1.44 | 9.75 | 15% |
| Returns for 5 years | 33.17 | 113.13 | 29% |
| Returns for 10 years | 40.78 | 106.04 | 38% |
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