TVRFX
Price
$80.44
Change
+$0.52 (+0.65%)
Updated
Aug 28 closing price
Net Assets
487.95M
VIMSX
Price
$79.42
Change
+$0.15 (+0.19%)
Updated
Aug 28 closing price
Net Assets
196.76B
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TVRFX vs VIMSX

Header iconTVRFX vs VIMSX Comparison
Open Charts TVRFX vs VIMSXBanner chart's image
Thornburg Small/Mid Cap Core R3
Price$80.44
Change+$0.52 (+0.65%)
VolumeN/A
Net Assets487.95M
Vanguard Mid Cap Index Investor
Price$79.42
Change+$0.15 (+0.19%)
VolumeN/A
Net Assets196.76B
TVRFX vs VIMSX Comparison Chart in %
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TVRFX vs. VIMSX commentary
Aug 29, 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 StrongBuy and VIMSX is a Buy.

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FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 197B vs. TVRFX (488M). VIMSX pays higher dividends than TVRFX: VIMSX (1.37) 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 : 13.95 vs. TVRFX (7.66). VIMSX return over 5 years is better than : 62.46 vs. TVRFX (4.48).
TVRFXVIMSXTVRFX / VIMSX
Total Expense Ratio1.310.17771%
Annual Report Gross Expense Ratio1.880.171,106%
Fund Existence22 years27 years-
Gain YTD1.60410.05416%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets488M197B0%
Annual Yield % from dividends0.001.37-
Returns for 1 year7.6613.9555%
Returns for 3 years30.2437.0482%
Returns for 5 years4.4862.467%
Returns for 10 years59.19142.3442%
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