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TVRFX vs VIMSX
TVRFX vs VIMSX Comparison
Open Charts TVRFX vs VIMSX
Thornburg Small/Mid Cap Core R3
Price$76.72
Change-$0.54 (-0.70%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$71.38
Change-$0.13 (-0.18%)
VolumeN/A
CapitalizationN/A
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TVRFX vs VIMSX Comparison Chart
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TVRFX vs. VIMSX commentary
Sep 21, 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 Buy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 172B vs. TVRFX (565M). VIMSX pays higher dividends than TVRFX: VIMSX (1.38) vs TVRFX (0.00). TVRFX was incepted earlier than VIMSX: TVRFX (21 years) vs VIMSX (26 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 : 23.09 vs. VIMSX (20.56). VIMSX return over 5 years is better than : 55.02 vs. TVRFX (4.43).
| TVRFX | VIMSX | TVRFX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 26 years | - |
| Gain YTD | 13.855 | 11.311 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 565M | 172B | 0% |
| Annual Yield % from dividends | 0.00 | 1.38 | - |
| Returns for 1 year | 23.09 | 20.56 | 112% |
| Returns for 3 years | -22.68 | 6.77 | -335% |
| Returns for 5 years | 4.43 | 55.02 | 8% |
| Returns for 10 years | 56.15 | 121.76 | 46% |
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