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TVRFX vs VIMSX
TVRFX vs VIMSX Comparison
Open Charts TVRFX vs VIMSX
Thornburg Small/Mid Cap Core R3
Price$78.09
Change+$0.26 (+0.33%)
VolumeN/A
Net Assets485.67M
Vanguard Mid Cap Index Investor
Price$76.73
Change+$0.36 (+0.47%)
VolumeN/A
Net Assets192.45B
TVRFX vs VIMSX Comparison Chart in %
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TVRFX vs. VIMSX commentary
Jul 17, 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: 192B vs. TVRFX (486M). VIMSX pays higher dividends than TVRFX: VIMSX (1.40) 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 : 10.55 vs. TVRFX (4.99). VIMSX return over 5 years is better than : 65.10 vs. TVRFX (10.07).
| 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 | -1.693 | 6.028 | -28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 486M | 192B | 0% |
| Annual Yield % from dividends | 0.00 | 1.40 | - |
| Returns for 1 year | 4.99 | 10.55 | 47% |
| Returns for 3 years | 33.08 | 40.81 | 81% |
| Returns for 5 years | 10.07 | 65.10 | 15% |
| Returns for 10 years | 44.61 | 121.39 | 37% |
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