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TVRFX vs VIMSX
TVRFX vs VIMSX Comparison
Open Charts TVRFX vs VIMSX
Thornburg Small/Mid Cap Core R3
Price$79.60
Change-$3.53 (-4.25%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$72.18
Change-$2.49 (-3.33%)
VolumeN/A
CapitalizationN/A
TVRFX vs VIMSX Comparison Chart
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TVRFX vs. VIMSX commentary
Dec 19, 2024
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: 190B vs. TVRFX (598M). VIMSX pays higher dividends than TVRFX: VIMSX (1.38) vs TVRFX (0.00). TVRFX was incepted earlier than VIMSX: TVRFX (21 years) vs VIMSX (27 years). 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). TVRFX annual gain was more profitable for investors over the last year : 20.42 vs. VIMSX (17.86). VIMSX return over 5 years is better than : 54.73 vs. TVRFX (3.43).
| TVRFX | VIMSX | TVRFX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | 20.133 | 17.795 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598M | 190B | 0% |
| Annual Yield % from dividends | 0.00 | 1.38 | - |
| Returns for 1 year | 20.42 | 17.86 | 114% |
| Returns for 3 years | 14.81 | 11.34 | 131% |
| Returns for 5 years | 3.43 | 54.73 | 6% |
| Returns for 10 years | 62.36 | 125.26 | 50% |