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TVRFX vs VIMSX
TVRFX vs VIMSX Comparison
Open Charts TVRFX vs VIMSX
Thornburg Small/Mid Cap Core R3
Price$68.74
Change+$1.80 (+2.69%)
VolumeN/A
Net Assets435.26M
Vanguard Mid Cap Index Investor
Price$69.37
Change+$1.27 (+1.86%)
VolumeN/A
Net Assets175.23B
TVRFX vs VIMSX Comparison Chart
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TVRFX vs. VIMSX commentary
Apr 26, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. TVRFX (435M). 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 : 4.35 vs. TVRFX (-1.48). VIMSX return over 5 years is better than : 72.94 vs. TVRFX (10.67).
| 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 | -13.174 | -5.454 | 242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 435M | 175B | 0% |
| Annual Yield % from dividends | 0.00 | 1.46 | - |
| Returns for 1 year | -1.48 | 4.35 | -34% |
| Returns for 3 years | 3.33 | 10.19 | 33% |
| Returns for 5 years | 10.67 | 72.94 | 15% |
| Returns for 10 years | 30.82 | 96.13 | 32% |
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